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Ishares Tr core intl aggr shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 6.2k 51.82
2024-06-30 $238k 4.8k 49.92
2024-03-31 $217k 4.3k 49.95

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Ishares Tr core intl aggr

BlackRock
BlackRock
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Matson Money
Jones Financial Companies, L.L
Bnp Paribas Investment Partners
WealthNavi
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Bank of America Corporation
Syon Capital
Henderson Group

View all funds holding Ishares Tr core intl aggr