iShares Lehman Aggregate Bond shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $23M | 232k | 97.07 |
| 2024-03-31 | $21M | 218k | 97.94 |
| 2023-12-31 | $21M | 207k | 99.25 |
| 2023-09-30 | $21M | 227k | 94.04 |
| 2023-06-30 | $21M | 215k | 97.95 |
| 2023-03-31 | $22M | 217k | 99.64 |
| 2022-12-31 | $22M | 231k | 96.99 |
| 2022-09-30 | $25M | 263k | 96.34 |
| 2022-06-30 | $29M | 281k | 101.68 |
| 2022-03-31 | $34M | 315k | 107.10 |
| 2021-12-31 | $34M | 301k | 114.08 |
| 2021-09-30 | $32M | 281k | 114.83 |
| 2021-06-30 | $31M | 266k | 115.33 |
| 2021-03-31 | $29M | 253k | 113.83 |
| 2020-12-31 | $28M | 236k | 118.19 |
| 2020-09-30 | $23M | 194k | 118.06 |
| 2020-06-30 | $14M | 116k | 118.21 |
| 2020-03-31 | $13M | 109k | 115.37 |
| 2019-12-31 | $13M | 119k | 112.37 |
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