iShares Lehman Aggregate Bond shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 61k | 97.94 |
| 2023-12-31 | $5.4M | 55k | 99.25 |
| 2023-09-30 | $4.7M | 50k | 94.04 |
| 2023-06-30 | $5.0M | 51k | 97.95 |
| 2023-03-31 | $4.7M | 47k | 99.64 |
| 2022-12-31 | $4.5M | 47k | 96.99 |
| 2022-09-30 | $6.6M | 68k | 96.34 |
| 2022-06-30 | $7.0M | 69k | 101.69 |
| 2022-03-31 | $7.8M | 73k | 107.10 |
| 2021-12-31 | $8.4M | 74k | 114.08 |
| 2021-09-30 | $8.5M | 74k | 114.84 |
| 2021-06-30 | $9.2M | 80k | 115.34 |
| 2021-03-31 | $10M | 88k | 113.82 |
| 2020-12-31 | $15M | 125k | 118.19 |
| 2020-09-30 | $15M | 126k | 118.06 |
| 2020-06-30 | $15M | 124k | 118.21 |
| 2020-03-31 | $14M | 124k | 115.37 |
| 2019-12-31 | $14M | 124k | 112.37 |
| 2019-09-30 | $14M | 123k | 113.17 |
| 2019-06-30 | $14M | 123k | 111.35 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond