Summit Financial’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 | $23.9M | Sell |
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|
2025
Q1 | $24.4M | Buy |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $803K | Buy |
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|
2020
Q4 | $739K | Buy |
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|
2020
Q3 | $679K | Buy |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $694K | Buy |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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