Evermay Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,481
| – | – | 0.03% | 181 |
|
|
2025
Q1 | $245K | Sell |
2,481
-14,927
| -86% | -$1.48M | 0.03% | 173 |
|
|
2024
Q4 | $1.69M | Sell |
17,408
-4,924
| -22% | -$477K | 0.26% | 49 |
|
|
2024
Q3 | $2.26M | Sell |
22,332
-31,766
| -59% | -$3.22M | 0.36% | 39 |
|
|
2024
Q2 | $5.25M | Sell |
54,098
-761
| -1% | -$73.9K | 0.84% | 20 |
|
|
2024
Q1 | $5.37M | Buy |
54,859
+54,834
| +219,336% | +$5.37M | 0.81% | 20 |
|
|
2023
Q4 | $2.48K | Buy |
+25
| New | +$2.48K | ﹤0.01% | 510 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$4K | – | 567 |
|
|
2022
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 449 |
|
|
2022
Q2 | $4K | Sell |
37
-17,927
| -100% | -$1.94M | ﹤0.01% | 441 |
|
|
2022
Q1 | $1.92M | Buy |
+17,964
| New | +$1.92M | 0.32% | 35 |
|