Evernest Financial Advisors’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 | – | Sell |
-20,906
| Closed | -$2.07M | – | 172 |
|
|
2025
Q1 | $2.07M | Buy |
20,906
+1,596
| +8% | +$158K | 0.74% | 25 |
|
|
2024
Q4 | $1.87M | Buy |
19,310
+1,546
| +9% | +$150K | 0.49% | 33 |
|
|
2024
Q3 | $1.8M | Buy |
17,764
+3,431
| +24% | +$347K | 0.48% | 31 |
|
|
2024
Q2 | $1.39M | Buy |
14,333
+1,882
| +15% | +$183K | 0.62% | 30 |
|
|
2024
Q1 | $1.19M | Buy |
12,451
+2,791
| +29% | +$266K | 0.56% | 35 |
|
|
2023
Q4 | $959K | Buy |
+9,660
| New | +$959K | 0.49% | 48 |
|
|
2021
Q4 | $1.01M | Buy |
+10,320
| New | +$1.01M | 0.52% | 40 |
|