iShares Lehman Aggregate Bond shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 5.3k | 100.25 |
| 2025-06-30 | $553k | 5.6k | 99.20 |
| 2025-03-31 | $582k | 5.9k | 98.92 |
| 2024-12-31 | $599k | 6.2k | 96.90 |
| 2024-09-30 | $614k | 6.1k | 101.27 |
| 2024-06-30 | $741k | 7.6k | 97.07 |
| 2024-03-31 | $725k | 7.4k | 97.94 |
| 2023-09-30 | $725k | 7.7k | 94.04 |
| 2023-06-30 | $768k | 7.8k | 97.95 |
| 2023-03-31 | $802k | 8.1k | 99.64 |
| 2022-12-31 | $773k | 8.0k | 96.99 |
| 2022-09-30 | $868k | 9.0k | 96.35 |
| 2022-06-30 | $806k | 7.9k | 101.69 |
| 2022-03-31 | $906k | 8.5k | 107.07 |
| 2021-12-31 | $1.0M | 8.8k | 114.09 |
| 2021-09-30 | $1.0M | 9.1k | 114.85 |
| 2021-06-30 | $1.0M | 8.9k | 115.35 |
| 2021-03-31 | $833k | 7.3k | 113.78 |
| 2020-12-31 | $765k | 6.5k | 118.20 |
| 2020-09-30 | $648k | 5.5k | 118.05 |
| 2020-06-30 | $615k | 5.2k | 118.22 |
| 2020-03-31 | $609k | 5.3k | 115.41 |
| 2019-12-31 | $593k | 5.3k | 112.42 |
| 2019-09-30 | $590k | 5.2k | 113.09 |
| 2019-06-30 | $576k | 5.2k | 111.39 |
| 2019-03-31 | $546k | 5.0k | 109.09 |
| 2018-12-31 | $480k | 4.5k | 106.52 |
| 2018-09-30 | $439k | 4.2k | 105.61 |
| 2018-06-30 | $467k | 4.4k | 106.21 |
| 2018-03-31 | $477k | 4.5k | 107.19 |
| 2017-12-31 | $418k | 3.8k | 109.45 |
| 2017-09-30 | $386k | 3.5k | 109.66 |
| 2017-06-30 | $363k | 3.3k | 109.44 |
| 2017-03-31 | $340k | 3.1k | 108.38 |
| 2016-12-31 | $301k | 2.8k | 108.16 |
| 2016-09-30 | $296k | 2.6k | 112.46 |
| 2016-06-30 | $364k | 3.2k | 112.52 |
| 2016-03-31 | $375k | 3.4k | 110.91 |
| 2015-12-31 | $448k | 4.1k | 108.11 |
| 2015-09-30 | $484k | 4.4k | 109.60 |
| 2015-06-30 | $579k | 5.3k | 108.73 |
| 2015-03-31 | $571k | 5.1k | 111.35 |
| 2014-12-31 | $509k | 4.6k | 110.22 |
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