AGG ISHARES TR

Ownership history in DOHJ, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which DOHJ, LLC reported a position in ISHARES TR (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.85% (2020 Q2)
Avg. % of fund
2.3%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 73,506 0% 2.09% $7.2M $98.32
2025 Q2 ADDED 73,506 +17,512 +31.3% 2.09% $7.2M $96.33
2025 Q1 ADDED 55,994 +31,897 +132.4% 1.27% $5.5M $95.12
2024 Q4 ADDED 24,097 +5,209 +27.6% 0.54% $2.3M $92.59
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AGG price (monthly, adj. close)
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