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

Summit Wealth Partners’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 		$16.8M Sell
169,947
-6,107
-3% -$604K 2.4% 7
2026
Q1 		$17.5M Sell
176,054
-18,651
-10% -$1.87M 2.77% 6
2025
Q4 		$19.4M Sell
194,705
-14,653
-7% -$1.47M 3.59% 5
2025
Q3 		$21M Buy
209,358
+8,691
+4% +$862K 3.79% 5
2025
Q2 		$19.9M Sell
200,667
-34,332
-15% -$3.36M 3.8% 6
2025
Q1 		$23.2M Sell
234,999
-826
-0.4% -$80.7K 4.72% 3
2024
Q4 		$22.9M Buy
235,825
+2,672
+1% +$263K 4.69% 2
2024
Q3 		$23.6M Buy
233,153
+749
+0.3% +$74.7K 4.55% 3
2024
Q2 		$22.6M Buy
232,404
+14,712
+7% +$1.42M 4.68% 2
2024
Q1 		$21.3M Buy
217,692
+10,563
+5% +$1.03M 4.55% 3
2023
Q4 		$20.6M Sell
207,129
-20,170
-9% -$1.92M 4.77% 2
2023
Q3 		$21.4M Buy
227,299
+12,191
+6% +$1.17M 5.45% 1
2023
Q2 		$21.1M Sell
215,108
-1,942
-0.9% -$192K 5.28% 2
2023
Q1 		$21.6M Sell
217,050
-14,310
-6% -$1.41M 5.56% 1
2022
Q4 		$22.4M Sell
231,360
-32,066
-12% -$3.1M 5.95% 1
2022
Q3 		$25.4M Sell
263,426
-17,197
-6% -$1.74M 7.16% 1
2022
Q2 		$28.5M Sell
280,623
-34,571
-11% -$3.55M 7.64% 1
2022
Q1 		$33.8M Buy
315,194
+14,329
+5% +$1.58M 7.64% 1
2021
Q4 		$34.3M Buy
300,865
+20,069
+7% +$2.3M 7.36% 1
2021
Q3 		$32.2M Buy
280,796
+15,302
+6% +$1.77M 7.62% 1
2021
Q2 		$30.6M Buy
265,494
+12,529
+5% +$1.44M 7.31% 1
2021
Q1 		$28.8M Buy
252,965
+17,052
+7% +$1.97M 7.38% 1
2020
Q4 		$27.9M Buy
235,913
+42,369
+22% +$4.99M 7.58% 1
2020
Q3 		$22.8M Buy
193,544
+77,716
+67% +$9.22M 6.87% 1
2020
Q2 		$13.7M Buy
115,828
+7,035
+6% +$824K 4.42% 5
2020
Q1 		$12.6M Sell
108,793
-10,345
-9% -$1.18M 5.11% 5
2019
Q4 		$13.4M Buy
+119,138
New +$13.4M 4.63% 5

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 Partners's AGG Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, selling an estimated $604K and leaving 169,947 shares worth $16.8M. The position accounts for 2.4% of the portfolio, ranked #7.

Summit Wealth Partners first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.3M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Summit Wealth Partners held 169,947 shares of iShares Core US Aggregate Bond ETF worth $16.8M as of Q2 2026.
  • Summit Wealth Partners sold 6,107 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $604K.
  • iShares Core US Aggregate Bond ETF made up 2.4% of Summit Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Summit Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $34.3M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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