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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Summa Corp's AGG Position: Q1 2026 in Review

Summa Corp held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 7,050 shares worth $700K. The position accounts for 0.29% of the portfolio, ranked #40.

Summa Corp first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $707K in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Summa Corp held 7,050 shares of iShares Core US Aggregate Bond ETF worth $700K as of Q1 2026.
  • Summa Corp left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Summa Corp's portfolio in Q1 2026, its #40 holding.
  • Summa Corp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Summa Corp's iShares Core US Aggregate Bond ETF position peaked at $707K in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.