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 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

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

Summit Financial Consulting's AGG Position: Q2 2026 in Review

Summit Financial Consulting increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $25.8K and bringing the position to 10,989 shares worth $1.09M. The position accounts for 0.74% of the portfolio, ranked #18.

Summit Financial Consulting first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Summit Financial Consulting held 10,989 shares of iShares Core US Aggregate Bond ETF worth $1.09M as of Q2 2026.
Summit Financial Consulting bought 261 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $25.8K.
iShares Core US Aggregate Bond ETF made up 0.74% of Summit Financial Consulting's portfolio in Q2 2026, its #18 holding.
Summit Financial Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's iShares Core US Aggregate Bond ETF position peaked at $1.13M in Q3 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.