Summit X LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
|
|||||
|
2025
Q1 | $396K | Sell |
|
|||||
|
2024
Q4 | $403K | Sell |
|
|||||
|
2024
Q3 | $409K | Sell |
|
|||||
|
2024
Q2 | $550K | Buy |
|
|||||
|
2024
Q1 | $489K | Sell |
|
|||||
|
2023
Q4 | $743K | Sell |
|
|||||
|
2023
Q3 | $1.48M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Buy |
|
|||||
|
2023
Q1 | $1.97M | Sell |
|
|||||
|
2022
Q4 | $7.39M | Buy |
|
|||||
|
2022
Q3 | $4.91M | Sell |
|
|||||
|
2022
Q2 | $7.4M | Sell |
|
|||||
|
2022
Q1 | $8.32M | Sell |
|
|||||
|
2021
Q4 | $8.97M | Sell |
|
|||||
|
2021
Q3 | $10.6M | Sell |
|
|||||
|
2021
Q2 | $11.2M | Buy |
|
|||||
|
2021
Q1 | $10.1M | Buy |
|
|||||
|
2020
Q4 | $9.21M | Buy |
|
|||||
|
2020
Q3 | $2.01K | Sell |
|
|||||
|
2020
Q2 | $259K | Buy |
|
|||||
|
2020
Q1 | $245K | Buy |
|
|||||
|
2019
Q4 | $236K | Buy |
|
|||||
|
2019
Q3 | $236K | Sell |
|
|||||
|
2019
Q2 | $3.96M | Buy |
|
|||||
|
2019
Q1 | $3.5M | Buy |
|
|||||
|
2018
Q4 | $1.64M | Sell |
|
|||||
|
2018
Q3 | $247K | Buy |
|