iShares Lehman Aggregate Bond shares owned by Summa Corp.
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summa Corp.
from 13F filings
Historical chart of Summa Corp. investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summa Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $704k | 7.1k | 99.88 |
| 2025-09-30 | $707k | 7.1k | 100.25 |
| 2025-06-30 | $699k | 7.1k | 99.20 |
| 2025-03-31 | $683k | 6.9k | 98.92 |
| 2024-12-31 | $669k | 6.9k | 96.90 |
| 2024-09-30 | $699k | 6.9k | 101.27 |
| 2024-06-30 | $534k | 5.5k | 97.07 |
| 2024-03-31 | $392k | 4.0k | 97.94 |
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