Elevated Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elevated Capital 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	$5.74K	Hold	58	–	–	﹤0.01%	549
2026 Q1	$5.76K	Hold	58	–	–	﹤0.01%	530
2025 Q4	$5.79K	Buy	+58	New	+$5.82K	﹤0.01%	506
2024 Q1	–	Sell	-16,816	Closed	-$1.67M	–	176
2023 Q4	$1.67M	Sell	16,816 -3,281	-16%	-$312K	0.52%	66
2023 Q3	$1.89M	Buy	20,097 +950	+5%	+$91.5K	0.64%	48
2023 Q2	$1.88M	Sell	19,147 -2,310	-11%	-$228K	0.62%	50
2023 Q1	$2.14M	Buy	+21,457	New	+$2.12M	0.77%	41
2020 Q3	–	Sell	-1,916	Closed	-$227K	–	161
2020 Q2	$227K	Buy	+1,916	New	+$224K	0.11%	146
2019 Q1	$1.08M	Buy	+9,247	New	+$992K	0.72%	37

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

Elevated Capital Advisors's AGG Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 58 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Elevated Capital Advisors first reported a position in AGG in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.14M in Q1 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Elevated Capital Advisors held 58 shares of iShares Core US Aggregate Bond ETF worth $5.74K as of Q2 2026.
Elevated Capital Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #549 holding.
Elevated Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 9 quarters since.
Elevated Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.14M in Q1 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.