Dakota Wealth Management
Position in AGG — iShares Core U.S. Aggregate Bond ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in AGG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AGG | $17,393,096 | 175,210 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 AGG | $15,785,734 | 158,047 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 AGG | $41,420,392 | 413,171 | Shares | Defined | 2026-08-26 | |
| 2022-03-31 AGG | $3,766,813 | 35,171 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 AGG | $4,514,373 | 39,572 | Shares | Other | 2022-02-10 | |
| 2021-09-30 AGG | $5,058,031 | 44,048 | Shares | Other | 2021-11-15 | |
| 2021-06-30 AGG | $4,992,174 | 43,286 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 AGG | $4,155,021 | 36,502 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 AGG | $5,178,139 | 43,812 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 AGG | $4,869,502 | 41,246 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 AGG | $4,994,017 | 42,247 | Shares | Other | 2020-08-07 | |
| 2020-03-31 AGG | $4,308,261 | 37,343 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||