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Summit Wealth Group (Colorado)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit Wealth Group (Colorado)’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
Q1 		$1.49M Buy
15,054
+5,950
+65% +$595K 0.16% 81
2025
Q4 		$909K Buy
+9,104
New +$914K 0.12% 102
2025
Q3 		– Sell
-9,104
Closed -$903K – 271
2025
Q2 		$903K Buy
+9,104
New +$892K 0.23% 94

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AGG Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q1 2026, buying an estimated $595K and bringing the position to 15,054 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #81.

Summit Wealth Group (Colorado) first reported a position in AGG in Q2 2025 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Summit Wealth Group (Colorado) held 15,054 shares of iShares Core US Aggregate Bond ETF worth $1.49M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 5,950 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $595K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #81 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.