ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Summit Asset Management, LLC's Holding History (CIK: 0001509974)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 286,241 Value ($000) $28,590 Avg Close — Range —
Q3 2025
Shares 90,185 Value ($000) $9,041 Avg Close — Range —
Q2 2025
Shares 87,231 Value ($000) $8,653 Avg Close — Range —
Q1 2025
Shares 86,131 Value ($000) $8,520 Avg Close — Range —
Q4 2024
Shares 83,645 Value ($000) $8,105 Avg Close — Range —
Q3 2024
Shares 20,856 Value ($000) $2,112 Avg Close — Range —
Q2 2024
Shares 18,005 Value ($000) $1,748 Avg Close — Range —
Q1 2024
Shares 18,261 Value ($000) $1,788 Avg Close — Range —
Q4 2023
Shares 16,615 Value ($000) $1,649 Avg Close — Range —
Q3 2023
Shares 17,831 Value ($000) $1,677 Avg Close — Range —
Q2 2023
Shares 18,006 Value ($000) $1,764 Avg Close — Range —
Q1 2023
Shares 17,686 Value ($000) $1,762 Avg Close — Range —
Q4 2022
Shares 18,043 Value ($000) $1,750 Avg Close — Range —
Q3 2022
Shares 12,035 Value ($000) $1,159 Avg Close — Range —
Q2 2022
Shares 10,023 Value ($000) $1,019 Avg Close — Range —
Q1 2022
Shares 10,653 Value ($000) $1,141 Avg Close — Range —
Q4 2021
Shares 10,680 Value ($000) $1,218 Avg Close — Range —
Q3 2021
Shares 10,716 Value ($000) $1,230 Avg Close — Range —
Q2 2021
Shares 10,715 Value ($000) $1,236 Avg Close — Range —
Q1 2021
Shares 11,618 Value ($000) $1,323 Avg Close — Range —
Q4 2020
Shares 14,843 Value ($000) $1,754 Avg Close — Range —
Q3 2020
Shares 14,880 Value ($000) $1,757 Avg Close — Range —
Q2 2020
Shares 8,206 Value ($000) $970 Avg Close — Range —
Q1 2020
Shares 10,150 Value ($000) $1,171 Avg Close — Range —
Q3 2016
Shares 3,825 Value ($000) $430 Avg Close — Range —
Q2 2016
Shares 3,000 Value ($000) $338 Avg Close — Range —