Ishares Tr esg us agr bd shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr esg us agr bd
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Quarterly reported holdings in Ishares Tr esg us agr bd by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 52k | 48.59 |
| 2024-06-30 | $2.6M | 55k | 46.62 |
| 2024-03-31 | $2.7M | 57k | 47.07 |
| 2023-12-31 | $2.7M | 56k | 47.74 |
| 2023-09-30 | $2.3M | 50k | 45.31 |
| 2023-06-30 | $2.4M | 51k | 47.16 |
| 2023-03-31 | $25k | 1.2M | 0.02 |
| 2022-12-31 | $1.3M | 27k | 46.74 |
| 2022-09-30 | $765k | 17k | 46.41 |
| 2022-06-30 | $615k | 13k | 48.92 |
| 2022-03-31 | $619k | 12k | 51.60 |
| 2021-12-31 | $601k | 11k | 55.20 |
| 2021-06-30 | $220k | 4.0k | 55.43 |
| 2021-03-31 | $58k | 1.1k | 54.46 |