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Summit Global Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit Global Investments’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 		$5.87M Sell
59,325
-18,851
-24% -$1.87M 0.32% 38
2026
Q1 		$7.76M Sell
78,176
-535,220
-87% -$53.5M 0.46% 31
2025
Q4 		$61.3M Buy
613,396
+8,103
+1% +$813K 3.62% 6
2025
Q3 		$60.7M Buy
605,293
+8,590
+1% +$852K 3.54% 6
2025
Q2 		$59.2M Buy
596,703
+18,527
+3% +$1.82M 3.49% 5
2025
Q1 		$57.2M Buy
578,176
+41,300
+8% +$4.04M 4.16% 5
2024
Q4 		$52M Buy
536,876
+27,796
+5% +$2.74M 3.25% 5
2024
Q3 		$51.6M Buy
509,080
+9,829
+2% +$981K 3.29% 5
2024
Q2 		$48.5M Buy
499,251
+23,563
+5% +$2.27M 3.27% 5
2024
Q1 		$46.6M Sell
475,688
-163,167
-26% -$16M 3.46% 4
2023
Q4 		$63.4M Buy
638,855
+37,289
+6% +$3.55M 4.15% 3
2023
Q3 		$56.6M Sell
601,566
-64,105
-10% -$6.17M 3.77% 3
2023
Q2 		$65.2M Buy
665,671
+26,178
+4% +$2.59M 4.32% 3
2023
Q1 		$63.7M Buy
639,493
+232,455
+57% +$23M 4.93% 1
2022
Q4 		$39.5M Buy
407,038
+210,587
+107% +$20.4M 3.33% 1
2022
Q3 		$18.9M Buy
196,451
+34,052
+21% +$3.44M 1.75% 6
2022
Q2 		$16.5M Sell
162,399
-380,108
-70% -$39.1M 1.45% 14
2022
Q1 		$58.1M Sell
542,507
-73,984
-12% -$8.14M 4.28% 1
2021
Q4 		$70.3M Sell
616,491
-73,045
-11% -$8.36M 4.51% 1
2021
Q3 		$79.2M Buy
689,536
+203,176
+42% +$23.6M 5.93% 1
2021
Q2 		$56.1M Buy
486,360
+77,967
+19% +$8.93M 3.36% 2
2021
Q1 		$46.5M Buy
+408,393
New +$47.3M 2.98% 3
2017
Q1 		– Sell
-3,973
Closed -$429K – 233
2016
Q4 		$429K Buy
+3,973
New +$435K 0.16% 147

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Summit Global Investments's AGG Position: Q2 2026 in Review

Summit Global Investments reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 24% in Q2 2026, selling an estimated $1.87M and leaving 59,325 shares worth $5.87M. The position accounts for 0.32% of the portfolio, ranked #38.

Summit Global Investments first reported a position in AGG in Q4 2016 and has held it in 23 quarters since. The position peaked at $79.2M in Q3 2021. 1,113 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Summit Global Investments held 59,325 shares of iShares Core US Aggregate Bond ETF worth $5.87M as of Q2 2026.
  • Summit Global Investments sold 18,851 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.87M.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Summit Global Investments's portfolio in Q2 2026, its #38 holding.
  • Summit Global Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • Summit Global Investments's iShares Core US Aggregate Bond ETF position peaked at $79.2M in Q3 2021.
  • 1,113 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.