SWG
AGG icon

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
Q2 		$6.23M Sell
62,901
-4,971
-7% -$492K 1.27% 22
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
-20
Closed -$2K – 85
2023
Q1 		$2K Buy
+20
New +$1.98K 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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group's AGG Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q2 2026, selling an estimated $492K and leaving 62,901 shares worth $6.23M. The position accounts for 1.27% of the portfolio, ranked #22.

Summit Wealth Group first reported a position in AGG in Q4 2020 and has held it in 11 quarters since. The position peaked at $10.8M in Q2 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Summit Wealth Group held 62,901 shares of iShares Core US Aggregate Bond ETF worth $6.23M as of Q2 2026.
  • Summit Wealth Group sold 4,971 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $492K.
  • iShares Core US Aggregate Bond ETF made up 1.27% of Summit Wealth Group's portfolio in Q2 2026, its #22 holding.
  • Summit Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
  • Summit Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $10.8M in Q2 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.