Evernest Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Evernest Financial Advisors’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 Q1	$704K	Sell	7,077 -113	-2%	-$11.3K	0.15%	97
2025 Q4	$720K	Buy	+7,190	New	+$721K	0.15%	97
2025 Q2	–	Sell	-20,906	Closed	-$2.07M	–	172
2025 Q1	$2.07M	Buy	20,906 +1,596	+8%	+$156K	0.74%	25
2024 Q4	$1.87M	Buy	19,310 +1,546	+9%	+$152K	0.49%	33
2024 Q3	$1.8M	Buy	17,764 +3,431	+24%	+$342K	0.48%	31
2024 Q2	$1.39M	Buy	14,333 +1,882	+15%	+$182K	0.62%	30
2024 Q1	$1.19M	Buy	12,451 +2,791	+29%	+$273K	0.56%	35
2023 Q4	$959K	Buy	+9,660	New	+$919K	0.49%	48
2021 Q4	$1.01M	Buy	+10,320	New	+$1.18M	0.52%	40

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evernest Financial Advisors's AGG Position: Q1 2026 in Review

Evernest Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q1 2026, selling an estimated $11.3K and leaving 7,077 shares worth $704K. The position accounts for 0.15% of the portfolio, ranked #97.

Evernest Financial Advisors first reported a position in AGG in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Evernest Financial Advisors held 7,077 shares of iShares Core US Aggregate Bond ETF worth $704K as of Q1 2026.
Evernest Financial Advisors sold 113 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $11.3K.
iShares Core US Aggregate Bond ETF made up 0.15% of Evernest Financial Advisors's portfolio in Q1 2026, its #97 holding.
Evernest Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Evernest Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.07M in Q1 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.