ISHARES TR

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 305,794 Value ($000) $30,543 Avg Close — Range —
Q3 2025
Shares 287,893 Value ($000) $28,861 Avg Close — Range —
Q2 2025
Shares 241,108 Value ($000) $23,918 Avg Close — Range —
Q1 2025
Shares 247,123 Value ($000) $24,445 Avg Close — Range —
Q4 2024
Shares 184,756 Value ($000) $17,903 Avg Close — Range —
Q3 2024
Shares 181,288 Value ($000) $18,359 Avg Close — Range —
Q2 2024
Shares 128,202 Value ($000) $12,445 Avg Close — Range —
Q1 2024
Shares 36,754 Value ($000) $3,600 Avg Close — Range —
Q4 2023
Shares 33,168 Value ($000) $3,292 Avg Close — Range —
Q3 2023
Shares 33,402 Value ($000) $3,141 Avg Close — Range —
Q2 2023
Shares 29,007 Value ($000) $2,841 Avg Close — Range —
Q1 2023
Shares 24,250 Value ($000) $2,416 Avg Close — Range —
Q4 2022
Shares 22,975 Value ($000) $2,228 Avg Close — Range —
Q3 2022
Shares 22,267 Value ($000) $2,145,229 Avg Close — Range —
Q2 2022
Shares 23,113 Value ($000) $2,350,161 Avg Close — Range —
Q1 2022
Shares 2,270 Value ($000) $2,438,636 Avg Close — Range —
Q4 2021
Shares 16,165 Value ($000) $1,844,064 Avg Close — Range —
Q3 2021
Shares 16,094 Value ($000) $1,848,021 Avg Close — Range —
Q2 2021
Shares 9,319 Value ($000) $1,074,783 Avg Close — Range —
Q1 2021
Shares 7,056 Value ($000) $803,159 Avg Close — Range —
Q4 2020
Shares 6,249 Value ($000) $738,571 Avg Close — Range —
Q3 2020
Shares 5,747 Value ($000) $678,546 Avg Close — Range —
Q2 2020
Shares 5,029 Value ($000) $594,475 Avg Close — Range —
Q1 2020
Shares 6,015 Value ($000) $693,976 Avg Close — Range —
Q4 2019
Shares 2,956 Value ($000) $332,179 Avg Close — Range —
Q2 2019
Shares 3,254 Value ($000) $362,368 Avg Close — Range —
Q1 2019
Shares 15,141 Value ($000) $1,651,378 Avg Close — Range —
Q4 2018
Shares 15,071 Value ($000) $1,604,911 Avg Close — Range —