Summa Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summa Corp’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$846K	Buy	8,550 +1,500	+21%	+$148K	0.27%	34
2026 Q1	$700K	Hold	7,050	–	–	0.29%	40
2025 Q4	$704K	Hold	7,050	–	–	0.3%	35
2025 Q3	$707K	Hold	7,050	–	–	0.31%	35
2025 Q2	$699K	Buy	7,050 +150	+2%	+$14.7K	0.36%	30
2025 Q1	$683K	Hold	6,900	–	–	0.39%	24
2024 Q4	$669K	Hold	6,900	–	–	0.33%	26
2024 Q3	$699K	Buy	6,900 +1,400	+25%	+$140K	0.33%	28
2024 Q2	$534K	Buy	5,500 +1,500	+38%	+$145K	0.26%	32
2024 Q1	$392K	Buy	+4,000	New	+$391K	0.21%	44

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summa Corp's AGG Position: Q2 2026 in Review

Summa Corp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q2 2026, buying an estimated $148K and bringing the position to 8,550 shares worth $846K. The position accounts for 0.27% of the portfolio, ranked #34.

Summa Corp first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Summa Corp held 8,550 shares of iShares Core US Aggregate Bond ETF worth $846K as of Q2 2026.
Summa Corp bought 1,500 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $148K.
iShares Core US Aggregate Bond ETF made up 0.27% of Summa Corp's portfolio in Q2 2026, its #34 holding.
Summa Corp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.