iShares Lehman Aggregate Bond shares owned by Summit Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 21k | 101.27 |
| 2024-06-30 | $1.7M | 18k | 97.07 |
| 2024-03-31 | $1.8M | 18k | 97.94 |
| 2023-12-31 | $1.6M | 17k | 99.25 |
| 2023-09-30 | $1.7M | 18k | 94.04 |
| 2023-06-30 | $1.8M | 18k | 97.95 |
| 2023-03-31 | $1.8M | 18k | 99.64 |
| 2022-12-31 | $1.7M | 18k | 96.99 |
| 2022-09-30 | $1.2M | 12k | 96.30 |
| 2022-06-30 | $1.0M | 10k | 101.67 |
| 2022-03-31 | $1.1M | 11k | 107.11 |
| 2021-12-31 | $1.2M | 11k | 114.04 |
| 2021-09-30 | $1.2M | 11k | 114.78 |
| 2021-06-30 | $1.2M | 11k | 115.35 |
| 2021-03-31 | $1.3M | 12k | 113.88 |
| 2020-12-31 | $1.8M | 15k | 118.17 |
| 2020-09-30 | $1.8M | 15k | 118.08 |
| 2020-06-30 | $970k | 8.2k | 118.21 |
| 2020-03-31 | $1.2M | 10k | 115.37 |
| 2016-09-30 | $430k | 3.8k | 112.42 |
| 2016-06-30 | $338k | 3.0k | 112.67 |
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