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Dopkins Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dopkins Wealth 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
2025
Q1 		– Sell
-2,217
Closed -$215K – 85
2024
Q4 		$215K Hold
2,217
– – 0.11% 80
2024
Q3 		$225K Hold
2,217
– – 0.18% 54
2024
Q2 		$215K Hold
2,217
– – 0.13% 75
2024
Q1 		$217K Buy
+2,217
New +$217K 0.13% 72

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Dopkins Wealth Management's AGG Position: Q1 2025 in Review

Dopkins Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,217 shares — an estimated $215K sold.

Dopkins Wealth Management first reported a position in AGG in Q1 2024 and held it in 4 quarters. The position peaked at $225K in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Dopkins Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 2,217 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $215K.
  • Dopkins Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Dopkins Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $225K in Q3 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Dopkins Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.