iShares Lehman Aggregate Bond shares owned by Summit Global Investments
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments 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 Global Investments 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 Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61M | 605k | 100.25 |
| 2025-06-30 | $59M | 597k | 99.20 |
| 2025-03-31 | $57M | 578k | 98.92 |
| 2024-12-31 | $52M | 537k | 96.90 |
| 2024-09-30 | $52M | 509k | 101.27 |
| 2024-06-30 | $49M | 499k | 97.07 |
| 2024-03-31 | $47M | 476k | 97.94 |
| 2023-12-31 | $63M | 639k | 99.25 |
| 2023-09-30 | $57M | 602k | 94.04 |
| 2023-06-30 | $65M | 666k | 97.95 |
| 2023-03-31 | $64M | 640k | 99.64 |
| 2022-12-31 | $40M | 407k | 96.99 |
| 2022-09-30 | $19M | 197k | 96.34 |
| 2022-06-30 | $17M | 162k | 101.68 |
| 2022-03-31 | $58M | 543k | 107.10 |
| 2021-12-31 | $70M | 617k | 114.08 |
| 2021-09-30 | $79M | 690k | 114.83 |
| 2021-06-30 | $56M | 486k | 115.33 |
| 2021-03-31 | $47M | 408k | 113.83 |
| 2016-12-31 | $429k | 4.0k | 107.98 |
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond