iShares Lehman Aggregate Bond shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 434k | 100.25 |
| 2025-06-30 | $39M | 398k | 99.20 |
| 2024-09-30 | $170M | 1.7M | 101.27 |
| 2024-06-30 | $169M | 1.7M | 97.07 |
| 2024-03-31 | $170M | 1.7M | 97.94 |
| 2023-12-31 | $92M | 926k | 99.25 |
| 2023-09-30 | $103M | 1.1M | 94.04 |
| 2023-06-30 | $81M | 829k | 97.95 |
| 2023-03-31 | $31M | 306k | 99.64 |
| 2022-12-31 | $19M | 192k | 96.99 |
| 2022-09-30 | $15M | 155k | 96.34 |
| 2022-06-30 | $14M | 139k | 101.68 |
| 2022-03-31 | $9.8M | 91k | 107.10 |
| 2021-12-31 | $9.2M | 81k | 114.08 |
| 2021-09-30 | $13M | 109k | 114.83 |
| 2021-06-30 | $15M | 128k | 115.33 |
| 2021-03-31 | $16M | 136k | 113.83 |
| 2020-12-31 | $16M | 132k | 118.19 |
| 2020-09-30 | $15M | 124k | 117.62 |
| 2020-06-30 | $13M | 113k | 118.21 |
| 2020-03-31 | $9.5M | 83k | 115.36 |
| 2019-09-30 | $4.8M | 42k | 113.17 |
| 2019-06-30 | $3.4M | 31k | 111.36 |
| 2019-03-31 | $3.7M | 34k | 109.07 |
| 2018-03-31 | $1.8M | 1.8M | 1.00 |
| 2017-12-31 | $3.4M | 32k | 108.62 |
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