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
2026 Q1	$6.74M	Sell	67,872 -1,552	-2%	-$155K	1.55%	18
2025 Q4	$6.93M	Buy	69,424 +178	+0.3%	+$17.9K	1.62%	19
2025 Q3	$6.94M	Sell	69,246 -2,546	-4%	-$253K	1.68%	18
2025 Q2	$7.12M	Sell	71,792 -21,669	-23%	-$2.12M	1.83%	16
2025 Q1	$9.24M	Sell	93,461 -6,638	-7%	-$649K	2.7%	11
2024 Q4	$9.7M	Sell	100,099 -2,756	-3%	-$271K	2.81%	10
2024 Q3	$10.4M	Sell	102,855 -8,471	-8%	-$845K	3%	10
2024 Q2	$10.8M	Buy	+111,326	New	+$10.7M	3.24%	7
2023 Q2	–	Sell	-212,384	Closed	-$2K	–	85
2023 Q1	$2K	Buy	+212,384	New	+$21M	0.05%	78
2021 Q1	–	Sell	-24,091	Closed	-$2.85M	–	179
2020 Q4	$2.85M	Buy	+24,091	New	+$2.84M	1.79%	17

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Summit Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, selling an estimated $155K and leaving 67,872 shares worth $6.74M. The position accounts for 1.55% of the portfolio, ranked #18.

Summit Wealth Group first reported a position in AGG in Q4 2020 and has held it in 10 quarters since. The position peaked at $10.8M in Q2 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Summit Wealth Group held 67,872 shares of iShares Core US Aggregate Bond ETF worth $6.74M as of Q1 2026.
Summit Wealth Group sold 1,552 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $155K.
iShares Core US Aggregate Bond ETF made up 1.55% of Summit Wealth Group's portfolio in Q1 2026, its #18 holding.
Summit Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Summit Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $10.8M in Q2 2024.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.