Evergreen Capital 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
2025
Q3
$1.88M Buy
2025
Q2
$1.84M Hold
2025
Q1
$1.83M Hold
2024
Q4
$1.8M Sell
2024
Q3
$1.89M Buy
2024
Q2
$1.6M Buy
2024
Q1
$1.61M Sell
2023
Q4
$1.63M Buy
2023
Q3
$1.37M Sell
2023
Q2
$1.53M Buy
2023
Q1
$477K Buy
2022
Q4
$391K Sell
2022
Q3
$484K Buy
2022
Q2
Sell
2022
Q1
$674K Sell
2021
Q4
$926K Sell
2021
Q3
$1.15M Sell
2021
Q2
$1.17M Sell
2021
Q1
$1.17M Sell
2020
Q4
$1.23M Buy
2020
Q3
$573K Sell
2020
Q2
$630K Buy
2020
Q1
$334K Buy