Evermay Wealth 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
Q2 | $246K | Hold |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $5.37M | Buy |
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|
2023
Q4 | $2.48K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $1.92M | Buy |
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