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Summit X LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit X LLC’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
Q3 		– Sell
-4,018
Closed -$399K – 6
2025
Q2 		$399K Buy
4,018
+14
+0.3% +$1.37K 0.07% 164
2025
Q1 		$396K Sell
4,004
-157
-4% -$15.3K 0.08% 144
2024
Q4 		$403K Sell
4,161
-49
-1% -$4.83K 0.09% 135
2024
Q3 		$409K Sell
4,210
-1,439
-25% -$144K 0.1% 127
2024
Q2 		$550K Buy
5,649
+656
+13% +$63.3K 0.12% 116
2024
Q1 		$489K Sell
4,993
-2,060
-29% -$202K 0.13% 117
2023
Q4 		$743K Sell
7,053
-8,688
-55% -$827K 0.21% 88
2023
Q3 		$1.48M Sell
15,741
-4,751
-23% -$458K 0.47% 45
2023
Q2 		$2.01M Buy
20,492
+724
+4% +$71.6K 0.49% 37
2023
Q1 		$1.97M Sell
19,768
-52,908
-73% -$5.23M 0.51% 36
2022
Q4 		$7.39M Buy
72,676
+21,691
+43% +$2.1M 2.14% 7
2022
Q3 		$4.91M Sell
50,985
-21,696
-30% -$2.19M 1.45% 15
2022
Q2 		$7.4M Sell
72,681
-4,986
-6% -$512K 2.14% 7
2022
Q1 		$8.32M Sell
77,667
-862
-1% -$94.9K 2.04% 8
2021
Q4 		$8.97M Sell
78,529
-13,453
-15% -$1.54M 2.09% 8
2021
Q3 		$10.6M Sell
91,982
-4,872
-5% -$565K 2.65% 5
2021
Q2 		$11.2M Buy
96,854
+8,467
+10% +$970K 2.82% 5
2021
Q1 		$10.1M Buy
88,387
+10,502
+13% +$1.22M 2.76% 5
2020
Q4 		$9.21M Buy
+77,885
New +$9.17M 2.71% 5
2020
Q2 		$259K Buy
2,189
+67
+3% +$7.84K 0.1% 177
2020
Q1 		$245K Buy
2,122
+23
+1% +$2.62K 0.11% 156
2019
Q4 		$236K Buy
2,099
+9
+0.4% +$1.01K 0.09% 209
2019
Q3 		$236K Sell
2,090
-33,022
-94% -$3.71M 0.09% 206
2019
Q2 		$3.96M Buy
35,112
+3,020
+9% +$330K 1.62% 10
2019
Q1 		$3.5M Buy
32,092
+30,212
+1,607% +$3.24M 1.5% 11
2018
Q4 		$1.64M Sell
1,880
-472
-20% -$49.5K 0.94% 26
2018
Q3 		$247K Buy
+2,352
New +$249K 0.12% 197

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Summit X LLC's AGG Position: Q3 2025 in Review

Summit X LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 4,018 shares — an estimated $399K sold.

Summit X LLC first reported a position in AGG in Q3 2018 and held it in 27 quarters. The position peaked at $11.2M in Q2 2021. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Summit X LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 4,018 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $399K.
  • Summit X LLC first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and held it in 27 quarters.
  • Summit X LLC's iShares Core US Aggregate Bond ETF position peaked at $11.2M in Q2 2021.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.