DOHJ LLC’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 | $7.18M | Buy |
73,506
+17,512
| +31% | +$1.71M | 2.09% | 8 |
|
|
2025
Q1 | $5.54M | Buy |
55,994
+31,897
| +132% | +$3.16M | 1.27% | 18 |
|
|
2024
Q4 | $2.33M | Buy |
24,097
+5,209
| +28% | +$505K | 0.54% | 49 |
|
|
2024
Q3 | $1.91M | Buy |
18,888
+11,207
| +146% | +$1.13M | 0.45% | 58 |
|
|
2024
Q2 | $746K | Sell |
7,681
-1,709
| -18% | -$166K | 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% | -$3.99M | 0.27% | 71 |
|
|
2023
Q3 | $4.6M | Buy |
49,407
+271
| +0.6% | +$25.2K | 2.05% | 14 |
|
|
2023
Q2 | $4.81M | Sell |
49,136
-3,378
| -6% | -$331K | 2.06% | 16 |
|
|
2023
Q1 | $5.23M | Sell |
52,514
-1,885
| -3% | -$188K | 2.65% | 13 |
|
|
2022
Q4 | $5.28M | Buy |
54,399
+15,527
| +40% | +$1.51M | 2.97% | 9 |
|
|
2022
Q3 | $3.75M | Buy |
38,872
+2,876
| +8% | +$277K | 2.53% | 12 |
|
|
2022
Q2 | $3.66M | Sell |
35,996
-11,087
| -24% | -$1.13M | 2.08% | 13 |
|
|
2022
Q1 | $5.04M | Buy |
47,083
+13,260
| +39% | +$1.42M | 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% | -$11.8K | 1.85% | 15 |
|
|
2021
Q2 | $3.94M | Sell |
34,122
-28,143
| -45% | -$3.25M | 2.07% | 13 |
|
|
2021
Q1 | $7.09M | Sell |
62,265
-3,164
| -5% | -$360K | 4.13% | 7 |
|
|
2020
Q4 | $7.65M | Buy |
65,429
+1,472
| +2% | +$172K | 4.52% | 6 |
|
|
2020
Q3 | $7.55M | Buy |
63,957
+4,717
| +8% | +$557K | 4.73% | 5 |
|
|
2020
Q2 | $7.09M | Buy |
59,240
+20,671
| +54% | +$2.47M | 4.85% | 5 |
|
|
2020
Q1 | $4.45M | Buy |
38,569
+6,917
| +22% | +$798K | 4.32% | 6 |
|
|
2019
Q4 | $3.56M | Buy |
+31,652
| New | +$3.56M | 3.15% | 8 |
|