EWS
Evergreen Wealth Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
5,899
-479
| -8% | -$47.5K | 0.35% | 54 |
|
|
2025
Q1 | $631K | Sell |
6,378
-4,464
| -41% | -$442K | 0.43% | 41 |
|
|
2024
Q4 | $1.05M | Sell |
10,842
-108,403
| -91% | -$10.5M | 0.73% | 29 |
|
|
2024
Q3 | $12.1M | Buy |
119,245
+6,760
| +6% | +$685K | 8.2% | 3 |
|
|
2024
Q2 | $10.9M | Buy |
112,485
+13,469
| +14% | +$1.31M | 7.75% | 3 |
|
|
2024
Q1 | $9.7M | Buy |
99,016
+49,768
| +101% | +$4.87M | 7.18% | 3 |
|
|
2023
Q4 | $4.89M | Buy |
49,248
+5,290
| +12% | +$525K | 4.18% | 4 |
|
|
2023
Q3 | $4.13M | Buy |
43,958
+4,664
| +12% | +$439K | 4.17% | 4 |
|
|
2023
Q2 | $3.85M | Buy |
39,294
+23,089
| +142% | +$2.26M | 3.88% | 4 |
|
|
2023
Q1 | $1.62M | Sell |
16,205
-40
| -0.2% | -$3.99K | 1.87% | 10 |
|
|
2022
Q4 | $1.58M | Buy |
16,245
+1,468
| +10% | +$142K | 2.08% | 9 |
|
|
2022
Q3 | $1.42M | Sell |
14,777
-1,025
| -6% | -$98.8K | 2.02% | 9 |
|
|
2022
Q2 | $1.61M | Sell |
15,802
-39,789
| -72% | -$4.05M | 1.97% | 8 |
|
|
2022
Q1 | $5.95M | Sell |
55,591
-71
| -0.1% | -$7.6K | 5.77% | 2 |
|
|
2021
Q4 | $6.35M | Buy |
+55,662
| New | +$6.35M | 5.76% | 2 |
|