iShares Lehman Aggregate Bond shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40M | 391k | 101.27 |
| 2024-06-30 | $40M | 412k | 97.07 |
| 2024-03-31 | $40M | 411k | 97.94 |
| 2023-12-31 | $41M | 411k | 99.25 |
| 2023-09-30 | $41M | 438k | 94.04 |
| 2023-06-30 | $45M | 455k | 97.95 |
| 2023-03-31 | $43M | 428k | 99.64 |
| 2022-12-31 | $44M | 441k | 99.84 |
| 2022-09-30 | $44M | 458k | 96.34 |
| 2022-06-30 | $48M | 469k | 101.68 |
| 2022-03-31 | $52M | 484k | 107.10 |
| 2021-12-31 | $60M | 525k | 114.08 |
| 2021-09-30 | $62M | 537k | 114.83 |
| 2021-06-30 | $66M | 569k | 115.33 |
| 2021-03-31 | $67M | 587k | 113.83 |
| 2020-12-31 | $1.3M | 11k | 118.10 |
| 2020-09-30 | $61M | 512k | 118.06 |
| 2020-06-30 | $58M | 487k | 118.21 |
| 2020-03-31 | $58M | 499k | 115.37 |
| 2019-12-31 | $66M | 586k | 112.37 |
| 2019-09-30 | $65M | 576k | 113.17 |
| 2019-06-30 | $68M | 610k | 111.35 |
| 2019-03-31 | $69M | 636k | 109.07 |
| 2018-12-31 | $1.2M | 12k | 106.47 |
| 2018-09-30 | $1.2M | 12k | 105.45 |
| 2018-06-30 | $1.3M | 12k | 106.27 |
| 2018-03-31 | $1.3M | 12k | 107.18 |
| 2017-12-31 | $701k | 14k | 49.94 |
| 2017-09-30 | $1.9M | 17k | 109.56 |
| 2017-06-30 | $1.7M | 15k | 109.11 |
| 2017-03-31 | $1.7M | 16k | 108.45 |
| 2016-12-31 | $63M | 587k | 108.06 |
| 2016-09-30 | $63M | 562k | 112.42 |
| 2016-06-30 | $59M | 524k | 112.57 |
| 2016-03-31 | $56M | 507k | 110.84 |
| 2015-12-31 | $55M | 511k | 108.01 |
| 2015-09-30 | $54M | 496k | 109.58 |
| 2015-06-30 | $54M | 494k | 108.69 |
| 2015-03-31 | $49M | 443k | 111.18 |
| 2014-12-31 | $44M | 398k | 110.12 |
| 2014-09-30 | $39M | 358k | 109.04 |
| 2014-06-30 | $29M | 263k | 109.40 |
| 2014-03-31 | $11M | 100k | 107.95 |
| 2013-12-31 | $8.1M | 76k | 106.44 |
| 2013-09-30 | $5.8M | 54k | 107.19 |
| 2013-06-30 | $671k | 6.3k | 107.21 |
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