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

Summit Wealth Group’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
2025 Q2	$7.12M	Sell
2025 Q1	$9.24M	Sell
2024 Q4	$9.7M	Sell
2024 Q3	$10.4M	Sell
2024 Q2	$10.8M	Buy
2023 Q2	–	Sell
2023 Q1	$2K	Buy
2021 Q1	–	Sell
2020 Q4	$2.85M	Buy