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
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 288k | 100.25 |
| 2025-06-30 | $24M | 241k | 99.20 |
| 2025-03-31 | $24M | 247k | 98.92 |
| 2024-12-31 | $18M | 185k | 96.90 |
| 2024-09-30 | $18M | 181k | 101.27 |
| 2024-06-30 | $12M | 128k | 97.07 |
| 2024-03-31 | $3.6M | 37k | 97.94 |
| 2023-12-31 | $3.3M | 33k | 99.25 |
| 2023-09-30 | $3.1M | 33k | 94.04 |
| 2023-06-30 | $2.8M | 29k | 97.95 |
| 2023-03-31 | $2.4M | 24k | 99.64 |
| 2022-12-31 | $2.2M | 23k | 96.99 |
| 2022-09-30 | $2.1M | 22k | 96.34 |
| 2022-06-30 | $2.4M | 23k | 101.68 |
| 2022-03-31 | $2.4M | 2.3k | 1074.29 |
| 2021-12-31 | $1.8M | 16k | 114.08 |
| 2021-09-30 | $1.8M | 16k | 114.83 |
| 2021-06-30 | $1.1M | 9.3k | 115.33 |
| 2021-03-31 | $803k | 7.1k | 113.83 |
| 2020-12-31 | $739k | 6.2k | 118.19 |
| 2020-09-30 | $679k | 5.7k | 118.07 |
| 2020-06-30 | $595k | 5.0k | 118.21 |
| 2020-03-31 | $694k | 6.0k | 115.37 |
| 2019-12-31 | $332k | 3.0k | 112.37 |
| 2019-06-30 | $362k | 3.3k | 111.36 |
| 2019-03-31 | $1.7M | 15k | 109.07 |
| 2018-12-31 | $1.6M | 15k | 106.49 |
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