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

Summit Financial Strategies’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 		$383K Sell
3,868
-1,032
-21% -$102K 0.03% 115
2026
Q1 		$486K Buy
4,900
+443
+10% +$44.3K 0.04% 99
2025
Q4 		$445K Sell
4,457
-878
-16% -$88.1K 0.04% 102
2025
Q3 		$535K Sell
5,335
-243
-4% -$24.1K 0.05% 87
2025
Q2 		$553K Sell
5,578
-304
-5% -$29.8K 0.05% 82
2025
Q1 		$582K Sell
5,882
-303
-5% -$29.6K 0.06% 76
2024
Q4 		$599K Buy
6,185
+123
+2% +$12.1K 0.07% 72
2024
Q3 		$614K Sell
6,062
-1,572
-21% -$157K 0.07% 67
2024
Q2 		$741K Buy
7,634
+234
+3% +$22.6K 0.09% 65
2024
Q1 		$725K Sell
7,400
-341
-4% -$33.4K 0.1% 66
2023
Q4 		$768K Buy
7,741
+36
+0.5% +$3.43K 0.12% 61
2023
Q3 		$725K Sell
7,705
-138
-2% -$13.3K 0.14% 55
2023
Q2 		$768K Sell
7,843
-209
-3% -$20.7K 0.14% 52
2023
Q1 		$802K Buy
8,052
+82
+1% +$8.1K 0.16% 50
2022
Q4 		$773K Sell
7,970
-1,039
-12% -$100K 0.17% 46
2022
Q3 		$868K Buy
9,009
+1,083
+14% +$110K 0.21% 40
2022
Q2 		$806K Sell
7,926
-536
-6% -$55.1K 0.19% 41
2022
Q1 		$906K Sell
8,462
-312
-4% -$34.3K 0.18% 39
2021
Q4 		$1M Sell
8,774
-281
-3% -$32.1K 0.19% 37
2021
Q3 		$1.04M Buy
9,055
+134
+2% +$15.5K 0.2% 38
2021
Q2 		$1.03M Buy
8,921
+1,600
+22% +$183K 0.2% 39
2021
Q1 		$833K Buy
7,321
+849
+13% +$98.3K 0.3% 23
2020
Q4 		$765K Buy
6,472
+983
+18% +$116K 0.26% 29
2020
Q3 		$648K Buy
5,489
+287
+6% +$34K 0.26% 30
2020
Q2 		$615K Sell
5,202
-75
-1% -$8.78K 0.27% 27
2020
Q1 		$609K Buy
5,277
+2
+0% +$228 0.33% 25
2019
Q4 		$593K Buy
5,275
+58
+1% +$6.54K 0.29% 26
2019
Q3 		$590K Buy
5,217
+46
+0.9% +$5.17K 0.28% 23
2019
Q2 		$576K Buy
5,171
+166
+3% +$18.2K 0.28% 25
2019
Q1 		$546K Buy
5,005
+499
+11% +$53.5K 0.28% 25
2018
Q4 		$480K Buy
4,506
+349
+8% +$36.6K 0.27% 31
2018
Q3 		$439K Sell
4,157
-240
-5% -$25.5K 0.2% 27
2018
Q2 		$467K Sell
4,397
-53
-1% -$5.62K 0.23% 24
2018
Q1 		$477K Buy
4,450
+631
+17% +$67.7K 0.25% 24
2017
Q4 		$418K Buy
3,819
+299
+8% +$32.7K 0.22% 25
2017
Q3 		$386K Buy
3,520
+203
+6% +$22.3K 0.22% 28
2017
Q2 		$363K Buy
3,317
+180
+6% +$19.7K 0.22% 31
2017
Q1 		$340K Buy
3,137
+354
+13% +$38.3K 0.25% 26
2016
Q4 		$301K Buy
2,783
+151
+6% +$16.5K 0.21% 30
2016
Q3 		$296K Sell
2,632
-603
-19% -$67.8K 0.21% 29
2016
Q2 		$364K Sell
3,235
-146
-4% -$16.2K 0.27% 28
2016
Q1 		$375K Sell
3,381
-763
-18% -$83.5K 0.27% 29
2015
Q4 		$448K Sell
4,144
-272
-6% -$29.6K 0.35% 23
2015
Q3 		$484K Sell
4,416
-909
-17% -$99.1K 0.4% 21
2015
Q2 		$579K Buy
5,325
+197
+4% +$21.7K 0.45% 23
2015
Q1 		$571K Buy
5,128
+510
+11% +$56.6K 0.46% 18
2014
Q4 		$509K Buy
+4,618
New +$508K 0.41% 25

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Summit Financial Strategies reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q2 2026, selling an estimated $102K and leaving 3,868 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #115.

Summit Financial Strategies first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.04M in Q3 2021. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Summit Financial Strategies held 3,868 shares of iShares Core US Aggregate Bond ETF worth $383K as of Q2 2026.
  • Summit Financial Strategies sold 1,032 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #115 holding.
  • Summit Financial Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's iShares Core US Aggregate Bond ETF position peaked at $1.04M in Q3 2021.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.