Evergreen Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $75.9M | Sell |
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|
2022
Q2 | $80.3M | Sell |
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|
2022
Q1 | $85M | Buy |
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|
2021
Q4 | $88.4M | Sell |
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|
2021
Q3 | $89.1M | Buy |
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|
2021
Q2 | $84.9M | Hold |
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|
2021
Q1 | $84.9M | Buy |
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|
2020
Q4 | $83.7M | Buy |
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|
2020
Q3 | $69.3M | Buy |
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|
2020
Q2 | $67.2M | Buy |
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|
2020
Q1 | $64.5M | Buy |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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