Summit Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
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|
2025
Q1 | $8.52M | Buy |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $970K | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q2 | $338K | Buy |
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