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iShares Lehman Aggregate Bond shares owned by Summit Wealth Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 111k 97.07
2023-03-31 $2.0k 212k 0.01
2020-12-31 $2.8M 24k 118.18

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Global Tech Etf (IXN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Jpmorgan Chase & Co
Creative Planning

View all funds holding iShares Lehman Aggregate Bond