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Dimension Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dimension Capital Management’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
2023
Q2 		– Sell
-2,068
Closed -$206K – 101
2023
Q1 		$206K Hold
2,068
– – 0.05% 93
2022
Q4 		$201K Buy
+2,068
New +$200K 0.05% 94
2022
Q3 		– Sell
-2,068
Closed -$209K – 103
2022
Q2 		$209K Sell
2,068
-179
-8% -$18.4K 0.05% 91
2022
Q1 		$241K Hold
2,247
– – 0.04% 97
2021
Q4 		$257K Sell
2,247
-850
-27% -$97.2K 0.05% 90
2021
Q3 		$356K Hold
3,097
– – 0.07% 84
2021
Q2 		$357K Hold
3,097
– – 0.08% 82
2021
Q1 		$353K Hold
3,097
– – 0.08% 83
2020
Q4 		$365K Hold
3,097
– – 0.1% 65
2020
Q3 		$365K Hold
3,097
– – 0.11% 72
2020
Q2 		$365K Buy
3,097
+8
+0.3% +$937 0.12% 73
2020
Q1 		$357K Sell
3,089
-13,794
-82% -$1.57M 0.13% 69
2019
Q4 		$1.9M Buy
16,883
+14,494
+607% +$1.63M 0.56% 25
2019
Q3 		$271K Buy
2,389
+12
+0.5% +$1.35K 0.09% 85
2019
Q2 		$265K Buy
2,377
+12
+0.5% +$1.31K 0.09% 91
2019
Q1 		$258K Buy
2,365
+8
+0.3% +$858 0.11% 82
2018
Q4 		$251K Sell
2,357
-17,798
-88% -$1.87M 0.12% 75
2018
Q3 		$2.13M Hold
20,155
– – 1.02% 19
2018
Q2 		$2.14M Hold
20,155
– – 1.18% 16
2018
Q1 		$2.16M Hold
20,155
– – 1.21% 16
2017
Q4 		$2.2M Buy
20,155
+230
+1% +$25.1K 1.39% 14
2017
Q3 		$2.18M Sell
19,925
-3,572
-15% -$392K 0.68% 18
2017
Q2 		$2.57M Buy
23,497
+3,761
+19% +$411K 0.84% 18
2017
Q1 		$2.14M Buy
+19,736
New +$2.14M 0.74% 16

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Dimension Capital Management's AGG Position: Q2 2023 in Review

Dimension Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2023, closing a stake of 2,068 shares — an estimated $206K sold.

Dimension Capital Management first reported a position in AGG in Q1 2017 and held it in 24 quarters. The position peaked at $2.57M in Q2 2017. 1,633 funds tracked by Wall St. Rank hold AGG as of Q2 2023.

  • Dimension Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Dimension Capital Management sold 2,068 iShares Core US Aggregate Bond ETF shares in Q2 2023, an estimated $206K.
  • Dimension Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and held it in 24 quarters.
  • Dimension Capital Management's iShares Core US Aggregate Bond ETF position peaked at $2.57M in Q2 2017.
  • 1,633 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2023.

Based on Dimension Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.