Everett Harris & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Everett Harris & Co’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 Q3	$290K	Hold
2025 Q2	$287K	Hold
2025 Q1	$286K	Hold
2024 Q4	$280K	Hold
2024 Q3	$293K	Hold
2024 Q2	$281K	Sell
2024 Q1	$303K	Sell
2023 Q4	$420K	Hold
2023 Q3	$398K	Sell
2023 Q2	$425K	Buy