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
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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 |
|---|---|---|---|
| 2025-09-30 | $6.9M | 69k | 100.25 |
| 2025-06-30 | $7.1M | 72k | 99.20 |
| 2025-03-31 | $9.2M | 94k | 98.92 |
| 2024-12-31 | $9.7M | 100k | 96.90 |
| 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 |
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