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DCM Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DCM Advisors’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
2021
Q2 		– Sell
-111
Closed -$13K – 244
2021
Q1 		$13K Buy
+111
New +$12.9K 0.01% 226

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM Advisors's AGG Position: Q2 2021 in Review

DCM Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2021, closing a stake of 111 shares — an estimated $13K sold.

DCM Advisors first reported a position in AGG in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 1,453 funds tracked by Wall St. Rank hold AGG as of Q2 2021.

  • DCM Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • DCM Advisors sold 111 iShares Core US Aggregate Bond ETF shares in Q2 2021, an estimated $13K.
  • DCM Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • DCM Advisors's iShares Core US Aggregate Bond ETF position peaked at $13K in Q1 2021.
  • 1,453 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2021.

Based on DCM Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.