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Dixon Mitchell Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dixon Mitchell Investment Counsel’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
2026
Q1 		$1.64M Hold
16,497
– – 0.06% 53
2025
Q4 		$1.65M Hold
16,497
– – 0.05% 49
2025
Q3 		$1.65M Buy
16,497
+893
+6% +$88.6K 0.06% 51
2025
Q2 		$1.55M Hold
15,604
– – 0.06% 48
2025
Q1 		$1.54M Buy
15,604
+13,720
+728% +$1.34M 0.07% 48
2024
Q4 		$183K Hold
1,884
– – 0.01% 54
2024
Q3 		$191K Sell
1,884
-348
-16% -$34.7K 0.01% 55
2024
Q2 		$217K Hold
2,232
– – 0.01% 55
2024
Q1 		$219K Buy
+2,232
New +$218K 0.01% 56

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Dixon Mitchell Investment Counsel's AGG Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 16,497 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #53.

Dixon Mitchell Investment Counsel first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Dixon Mitchell Investment Counsel held 16,497 shares of iShares Core US Aggregate Bond ETF worth $1.64M as of Q1 2026.
  • Dixon Mitchell Investment Counsel left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #53 holding.
  • Dixon Mitchell Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Dixon Mitchell Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $1.65M in Q3 2025.
  • 2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.