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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
2024-09-30 $10M 103k 101.27
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)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond