Elevate Wealth Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elevate Wealth Advisory’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	$40.8K	Buy	412 +86	+26%	+$8.51K	0.02%	103
2026 Q1	$32.4K	Buy	326 +15	+5%	+$1.5K	0.02%	102
2025 Q4	$31.1K	Hold	311	–	–	0.02%	99
2025 Q3	$31.2K	Hold	311	–	–	0.02%	99
2025 Q2	$30.9K	Hold	311	–	–	0.02%	111
2025 Q1	$30.8K	Hold	311	–	–	0.02%	106
2024 Q4	$30.1K	Hold	311	–	–	0.02%	96
2024 Q3	$31.5K	Hold	311	–	–	0.02%	99
2024 Q2	$30.2K	Sell	311 -39	-11%	-$3.77K	0.02%	93
2024 Q1	$34.3K	Buy	350 +42	+14%	+$4.11K	0.03%	88
2023 Q4	$30.6K	Buy	+308	New	+$29.3K	0.03%	89

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elevate Wealth Advisory's AGG Position: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q2 2026, buying an estimated $8.51K and bringing the position to 412 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #103.

Elevate Wealth Advisory first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Elevate Wealth Advisory held 412 shares of iShares Core US Aggregate Bond ETF worth $40.8K as of Q2 2026.
Elevate Wealth Advisory bought 86 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.51K.
iShares Core US Aggregate Bond ETF made up 0.02% of Elevate Wealth Advisory's portfolio in Q2 2026, its #103 holding.
Elevate Wealth Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.