Evermay Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Evermay Wealth Management’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	–	Sell	-228	Closed	-$22.6K	–	652
2026 Q1	$22.6K	Buy	+228	New	+$22.8K	﹤0.01%	381
2025 Q3	–	Sell	-2,481	Closed	-$246K	–	556
2025 Q2	$246K	Hold	2,481	–	–	0.03%	181
2025 Q1	$245K	Sell	2,481 -14,927	-86%	-$1.46M	0.03%	173
2024 Q4	$1.69M	Sell	17,408 -4,924	-22%	-$485K	0.26%	49
2024 Q3	$2.26M	Sell	22,332 -31,766	-59%	-$3.17M	0.36%	39
2024 Q2	$5.25M	Sell	54,098 -761	-1%	-$73.5K	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	+$2.38K	﹤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%	-$1.84M	﹤0.01%	441
2022 Q1	$1.92M	Buy	+17,964	New	+$1.98M	0.32%	35

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's AGG Position: Q2 2026 in Review

Evermay Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 228 shares — an estimated $22.6K sold.

Evermay Wealth Management first reported a position in AGG in Q1 2022 and held it in 11 quarters. The position peaked at $5.37M in Q1 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Evermay Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 228 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $22.6K.
Evermay Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 11 quarters.
Evermay Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.37M in Q1 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.