Dixon Mitchell Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
15,604
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $1.54M | Buy |
15,604
+13,720
| +728% | +$1.36M | 0.07% | 48 |
|
|
2024
Q4 | $183K | Hold |
1,884
| – | – | 0.01% | 54 |
|
|
2024
Q3 | $191K | Sell |
1,884
-348
| -16% | -$35.2K | 0.01% | 55 |
|
|
2024
Q2 | $217K | Hold |
2,232
| – | – | 0.01% | 55 |
|
|
2024
Q1 | $219K | Buy |
+2,232
| New | +$219K | 0.01% | 56 |
|