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DOHJ LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-73,506
Closed -$7.18M – 6
2025
Q2 		$7.18M Buy
73,506
+17,512
+31% +$1.72M 2.09% 8
2025
Q1 		$5.54M Buy
55,994
+31,897
+132% +$3.12M 1.27% 18
2024
Q4 		$2.33M Buy
24,097
+5,209
+28% +$513K 0.54% 49
2024
Q3 		$1.91M Buy
18,888
+11,207
+146% +$1.12M 0.45% 58
2024
Q2 		$746K Sell
7,681
-1,709
-18% -$165K 0.19% 90
2024
Q1 		$920K Buy
9,390
+172
+2% +$16.8K 0.24% 78
2023
Q4 		$915K Sell
9,218
-40,189
-81% -$3.82M 0.27% 71
2023
Q3 		$4.6M Buy
49,407
+271
+0.6% +$26.1K 2.05% 14
2023
Q2 		$4.81M Sell
49,136
-3,378
-6% -$334K 2.06% 16
2023
Q1 		$5.23M Sell
52,514
-1,885
-3% -$186K 2.65% 13
2022
Q4 		$5.28M Buy
54,399
+15,527
+40% +$1.5M 2.97% 9
2022
Q3 		$3.75M Buy
38,872
+2,876
+8% +$291K 2.53% 12
2022
Q2 		$3.66M Sell
35,996
-11,087
-24% -$1.14M 2.08% 13
2022
Q1 		$5.04M Buy
47,083
+13,260
+39% +$1.46M 2.43% 14
2021
Q4 		$3.86M Sell
33,823
-196
-0.6% -$22.4K 1.73% 17
2021
Q3 		$3.9M Sell
34,019
-103
-0.3% -$11.9K 1.85% 15
2021
Q2 		$3.94M Sell
34,122
-28,143
-45% -$3.22M 2.07% 13
2021
Q1 		$7.09M Sell
62,265
-3,164
-5% -$366K 4.13% 7
2020
Q4 		$7.65M Buy
65,429
+1,472
+2% +$173K 4.52% 6
2020
Q3 		$7.55M Buy
63,957
+4,717
+8% +$560K 4.73% 5
2020
Q2 		$7.09M Buy
59,240
+20,671
+54% +$2.42M 4.85% 5
2020
Q1 		$4.45M Buy
38,569
+6,917
+22% +$788K 4.32% 6
2019
Q4 		$3.56M Buy
+31,652
New +$3.57M 3.15% 8

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

DOHJ LLC's AGG Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 73,506 shares — an estimated $7.18M sold.

DOHJ LLC first reported a position in AGG in Q4 2019 and held it in 23 quarters. The position peaked at $7.65M in Q4 2020. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 73,506 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $7.18M.
  • DOHJ LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares Core US Aggregate Bond ETF position peaked at $7.65M in Q4 2020.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.