Summit Financial Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit Financial Consulting’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 Q3	$989K	Sell	10,457 -532	-5%	-$51.7K	0.73%	21
2026 Q2	$1.09M	Buy	10,989 +261	+2%	+$25.8K	0.74%	18
2026 Q1	$1.07M	Buy	10,728 +418	+4%	+$41.8K	0.76%	16
2025 Q4	$1.03M	Sell	10,310 -1,003	-9%	-$101K	0.75%	18
2025 Q3	$1.13M	Sell	11,313 -52	-0.5%	-$5.16K	0.91%	15
2025 Q2	$1.13M	Buy	11,365 +331	+3%	+$32.4K	1.01%	14
2025 Q1	$1.09M	Buy	+11,034	New	+$1.08M	1.01%	15

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

Summit Financial Consulting's AGG Position: Q3 2026 in Review

Summit Financial Consulting reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q3 2026, selling an estimated $51.7K and leaving 10,457 shares worth $989K. The position accounts for 0.73% of the portfolio, ranked #21.

Summit Financial Consulting first reported a position in AGG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 462 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Summit Financial Consulting held 10,457 shares of iShares Core US Aggregate Bond ETF worth $989K as of Q3 2026.
Summit Financial Consulting sold 532 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $51.7K.
iShares Core US Aggregate Bond ETF made up 0.73% of Summit Financial Consulting's portfolio in Q3 2026, its #21 holding.
Summit Financial Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's iShares Core US Aggregate Bond ETF position peaked at $1.13M in Q3 2025.
462 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.