EWA
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EverSource Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EverSource Wealth 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
Q2 		$258K Sell
2,605
-1,168
-31% -$116K 0.01% 883
2026
Q1 		$375K Sell
3,773
-3,064
-45% -$307K 0.01% 740
2025
Q4 		$683K Buy
6,837
+3,896
+132% +$391K 0.03% 437
2025
Q3 		$295K Sell
2,941
-21,021
-88% -$2.09M 0.01% 740
2025
Q2 		$2.38M Buy
23,962
+12,326
+106% +$1.21M 0.11% 144
2025
Q1 		$1.15M Buy
11,636
+1,946
+20% +$190K 0.06% 222
2024
Q4 		$939K Buy
9,690
+5,184
+115% +$511K 0.05% 252
2024
Q3 		$456K Sell
4,506
-94
-2% -$9.38K 0.03% 347
2024
Q2 		$456K Buy
4,600
+58
+1% +$5.6K 0.03% 336
2024
Q1 		$432K Sell
4,542
-1,288
-22% -$126K 0.03% 294
2023
Q4 		$579K Sell
5,830
-4,883
-46% -$465K 0.05% 229
2023
Q3 		$1.01M Sell
10,713
-6,642
-38% -$640K 0.11% 155
2023
Q2 		$1.7M Buy
17,355
+5,811
+50% +$574K 0.19% 112
2023
Q1 		$1.15M Buy
11,544
+4,862
+73% +$481K 0.14% 130
2022
Q4 		$648K Buy
6,682
+524
+9% +$50.7K 0.1% 165
2022
Q3 		$593K Buy
6,158
+1,289
+26% +$130K 0.14% 149
2022
Q2 		$495K Sell
4,869
-1,401
-22% -$144K 0.13% 149
2022
Q1 		$672K Buy
6,270
+3,760
+150% +$414K 0.17% 117
2021
Q4 		$286K Buy
+2,510
New +$287K 0.08% 178

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's AGG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, selling an estimated $116K and leaving 2,605 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #883.

EverSource Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38M in Q2 2025. 685 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • EverSource Wealth Advisors held 2,605 shares of iShares Core US Aggregate Bond ETF worth $258K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,168 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #883 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.38M in Q2 2025.
  • 685 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.