iShares Lehman Aggregate Bond shares owned by Summit X
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $409k | 4.2k | 97.06 |
| 2024-06-30 | $550k | 5.6k | 97.31 |
| 2024-03-31 | $489k | 5.0k | 97.95 |
| 2023-12-31 | $743k | 7.1k | 105.36 |
| 2023-09-30 | $1.5M | 16k | 94.04 |
| 2023-06-30 | $2.0M | 21k | 97.96 |
| 2023-03-31 | $2.0M | 20k | 99.64 |
| 2022-12-31 | $7.4M | 73k | 101.69 |
| 2022-09-30 | $4.9M | 51k | 96.28 |
| 2022-06-30 | $7.4M | 73k | 101.80 |
| 2022-03-31 | $8.3M | 78k | 107.11 |
| 2021-12-31 | $9.0M | 79k | 114.21 |
| 2021-09-30 | $11M | 92k | 114.72 |
| 2021-06-30 | $11M | 97k | 115.27 |
| 2021-03-31 | $10M | 88k | 113.78 |
| 2020-12-31 | $9.2M | 78k | 118.26 |
| 2020-09-30 | $2.0k | 2.1k | 0.96 |
| 2020-06-30 | $259k | 2.2k | 118.32 |
| 2020-03-31 | $245k | 2.1k | 115.46 |
| 2019-12-31 | $236k | 2.1k | 112.43 |
| 2019-09-30 | $236k | 2.1k | 112.92 |
| 2019-06-30 | $4.0M | 35k | 112.81 |
| 2019-03-31 | $3.5M | 32k | 109.06 |
| 2018-12-31 | $1.6M | 1.9k | 870.21 |
| 2018-09-30 | $247k | 2.4k | 105.02 |
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