EverSource Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
23,962
+12,326
| +106% | +$1.22M | 0.11% | 144 |
|
|
2025
Q1 | $1.15M | Buy |
11,636
+1,946
| +20% | +$192K | 0.06% | 221 |
|
|
2024
Q4 | $939K | Buy |
9,690
+5,184
| +115% | +$502K | 0.05% | 252 |
|
|
2024
Q3 | $456K | Sell |
4,506
-94
| -2% | -$9.52K | 0.03% | 347 |
|
|
2024
Q2 | $456K | Buy |
4,600
+58
| +1% | +$5.75K | 0.03% | 336 |
|
|
2024
Q1 | $432K | Sell |
4,542
-1,288
| -22% | -$123K | 0.03% | 294 |
|
|
2023
Q4 | $579K | Sell |
5,830
-4,883
| -46% | -$485K | 0.05% | 229 |
|
|
2023
Q3 | $1.01M | Sell |
10,713
-6,642
| -38% | -$625K | 0.11% | 155 |
|
|
2023
Q2 | $1.7M | Buy |
17,355
+5,811
| +50% | +$569K | 0.19% | 112 |
|
|
2023
Q1 | $1.15M | Buy |
11,544
+4,862
| +73% | +$484K | 0.14% | 130 |
|
|
2022
Q4 | $648K | Buy |
6,682
+524
| +9% | +$50.8K | 0.1% | 165 |
|
|
2022
Q3 | $593K | Buy |
6,158
+1,289
| +26% | +$124K | 0.14% | 149 |
|
|
2022
Q2 | $495K | Sell |
4,869
-1,401
| -22% | -$142K | 0.13% | 149 |
|
|
2022
Q1 | $672K | Buy |
6,270
+3,760
| +150% | +$403K | 0.17% | 117 |
|
|
2021
Q4 | $286K | Buy |
+2,510
| New | +$286K | 0.08% | 178 |
|