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Ishares Tr esg us agr bd shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg us agr bd by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $687k 14k 47.85

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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Ishares Tr esg us agr bd

Jpmorgan Chase & Co
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Goldman Sachs Group
Northern Trust
Betterment
BlackRock
Raymond James Financial
M^T Bank Corporation
Keybank National Association
Commonwealth Equity Services
SigFig Wealth Management
Envestnet Portfolio Solutions

View all funds holding Ishares Tr esg us agr bd