Evercore Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.13M | Buy |
41,750
+407
| +1% | +$40.3K | 0.06% | 116 |
|
|
2026
Q1 | $4.1M | Buy |
41,343
+407
| +1% | +$40.7K | 0.06% | 114 |
|
|
2025
Q4 | $4.09M | Buy |
40,936
+1,202
| +3% | +$121K | 0.06% | 115 |
|
|
2025
Q3 | $3.98M | Buy |
39,734
+37,689
| +1,843% | +$3.74M | 0.06% | 119 |
|
|
2025
Q2 | $203K | Hold |
2,045
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $202K | Buy |
+2,045
| New | +$200K | ﹤0.01% | 397 |
|
|
2024
Q4 | – | Sell |
-2,045
| Closed | -$207K | – | 419 |
|
|
2024
Q3 | $207K | Buy |
+2,045
| New | +$204K | ﹤0.01% | 397 |
|
|
2024
Q2 | – | Sell |
-8,842
| Closed | -$866K | – | 412 |
|
|
2024
Q1 | $866K | Buy |
8,842
+410
| +5% | +$40.1K | 0.01% | 230 |
|
|
2023
Q4 | $837K | Buy |
+8,432
| New | +$802K | 0.01% | 231 |
|
|
2022
Q4 | – | Sell |
-3,749
| Closed | -$361K | – | 397 |
|
|
2022
Q3 | $361K | Buy |
3,749
+1,499
| +67% | +$152K | 0.01% | 284 |
|
|
2022
Q2 | $229K | Hold |
2,250
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $241K | Sell |
2,250
-3,613
| -62% | -$398K | ﹤0.01% | 391 |
|
|
2021
Q4 | $669K | Buy |
5,863
+650
| +12% | +$74.4K | 0.01% | 261 |
|
|
2021
Q3 | $599K | Sell |
5,213
-100
| -2% | -$11.6K | 0.01% | 268 |
|
|
2021
Q2 | $613K | Buy |
5,313
+109
| +2% | +$12.5K | 0.01% | 271 |
|
|
2021
Q1 | $592K | Sell |
5,204
-45
| -0.9% | -$5.21K | 0.01% | 275 |
|
|
2020
Q4 | $620K | Sell |
5,249
-3,690
| -41% | -$435K | 0.01% | 264 |
|
|
2020
Q3 | $1.05M | Buy |
8,939
+45
| +0.5% | +$5.34K | 0.03% | 189 |
|
|
2020
Q2 | $1.05M | Sell |
8,894
-400
| -4% | -$46.8K | 0.03% | 184 |
|
|
2020
Q1 | $1.07M | Hold |
9,294
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $1.04M | Buy |
9,294
+157
| +2% | +$17.7K | 0.03% | 197 |
|
|
2019
Q3 | $1.03M | Sell |
9,137
-485
| -5% | -$54.5K | 0.03% | 199 |
|
|
2019
Q2 | $1.07M | Buy |
9,622
+3,175
| +49% | +$347K | 0.03% | 198 |
|
|
2019
Q1 | $703K | Sell |
6,447
-293
| -4% | -$31.4K | 0.02% | 234 |
|
|
2018
Q4 | $718K | Sell |
6,740
-2,520
| -27% | -$264K | 0.03% | 214 |
|
|
2018
Q3 | $977K | Sell |
9,260
-3,295
| -26% | -$350K | 0.03% | 200 |
|
|
2018
Q2 | $1.33M | Buy |
12,555
+435
| +4% | +$46.1K | 0.05% | 174 |
|
|
2018
Q1 | $1.3M | Hold |
12,120
| – | – | 0.05% | 159 |
|
|
2017
Q4 | $1.32M | Buy |
12,120
+3,545
| +41% | +$388K | 0.05% | 170 |
|
|
2017
Q3 | $940K | Hold |
8,575
| – | – | 0.04% | 185 |
|
|
2017
Q2 | $939K | Sell |
8,575
-90
| -1% | -$9.84K | 0.04% | 188 |
|
|
2017
Q1 | $940K | Sell |
8,665
-599
| -6% | -$64.8K | 0.04% | 183 |
|
|
2016
Q4 | $1M | Buy |
9,264
+5,217
| +129% | +$572K | 0.04% | 179 |
|
|
2016
Q3 | $455K | Buy |
4,047
+1,900
| +88% | +$214K | 0.02% | 252 |
|
|
2016
Q2 | $242K | Sell |
2,147
-2,514
| -54% | -$279K | 0.01% | 327 |
|
|
2016
Q1 | $517K | Buy |
4,661
+3,094
| +197% | +$339K | 0.02% | 235 |
|
|
2015
Q4 | $169K | Sell |
1,567
-13,458
| -90% | -$1.46M | 0.01% | 400 |
|
|
2015
Q3 | $1.65M | Buy |
15,025
+175
| +1% | +$19.1K | 0.08% | 141 |
|
|
2015
Q2 | $1.61M | Buy |
14,850
+300
| +2% | +$33K | 0.07% | 156 |
|
|
2015
Q1 | $1.62M | Buy |
14,550
+3,690
| +34% | +$410K | 0.07% | 155 |
|
|
2014
Q4 | $1.2M | Buy |
+10,860
| New | +$1.19M | 0.06% | 157 |
|
|
2013
Q3 | – | Sell |
-2,015
| Closed | -$216K | – | 995 |
|
|
2013
Q2 | $216K | Buy |
+2,015
| New | +$221K | 0.01% | 386 |
|
Other funds holding AGG
Evercore Wealth Management's AGG Position: Q2 2026 in Review
Evercore Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.98% in Q2 2026, buying an estimated $40.3K and bringing the position to 41,750 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #116.
Evercore Wealth Management first reported a position in AGG in Q2 2013 and has held it in 42 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Evercore Wealth Management held 41,750 shares of iShares Core US Aggregate Bond ETF worth $4.13M as of Q2 2026.
- Evercore Wealth Management bought 407 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $40.3K.
- iShares Core US Aggregate Bond ETF made up 0.06% of Evercore Wealth Management's portfolio in Q2 2026, its #116 holding.
- Evercore Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 42 quarters since.
- 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.