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Evergreen Wealth Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Evergreen Wealth Solutions’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
2026
Q2 		$15.7M Buy
160,451
+82,536
+106% +$8.17M 0.82% 28
2026
Q1 		$7.73M Buy
77,915
+67,887
+677% +$6.79M 0.55% 37
2025
Q4 		$1M Buy
10,028
+7,718
+334% +$774K 0.14% 76
2025
Q3 		$232K Sell
2,310
-3,589
-61% -$356K 0.13% 107
2025
Q2 		$585K Sell
5,899
-479
-8% -$46.9K 0.35% 54
2025
Q1 		$631K Sell
6,378
-4,464
-41% -$436K 0.43% 41
2024
Q4 		$1.05M Sell
10,842
-108,403
-91% -$10.7M 0.73% 29
2024
Q3 		$12.1M Buy
119,245
+6,760
+6% +$674K 8.2% 3
2024
Q2 		$10.9M Buy
112,485
+13,469
+14% +$1.3M 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% +$503K 4.18% 4
2023
Q3 		$4.13M Buy
43,958
+4,664
+12% +$449K 4.17% 4
2023
Q2 		$3.85M Buy
39,294
+23,089
+142% +$2.28M 3.88% 4
2023
Q1 		$1.61M Sell
16,205
-40
-0.2% -$3.95K 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% -$104K 2.02% 9
2022
Q2 		$1.61M Sell
15,802
-39,789
-72% -$4.09M 1.97% 8
2022
Q1 		$5.95M Sell
55,591
-71
-0.1% -$7.81K 5.77% 2
2021
Q4 		$6.35M Buy
+55,662
New +$6.37M 5.76% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Wealth Solutions's AGG Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 106% in Q2 2026, buying an estimated $8.17M and bringing the position to 160,451 shares worth $15.7M. The position accounts for 0.82% of the portfolio, ranked #28.

Evergreen Wealth Solutions first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Evergreen Wealth Solutions held 160,451 shares of iShares Core US Aggregate Bond ETF worth $15.7M as of Q2 2026.
  • Evergreen Wealth Solutions bought 82,536 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.17M.
  • iShares Core US Aggregate Bond ETF made up 0.82% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #28 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.