Elevation Capital Advisory’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
2024
Q4
Sell
-56,259
Closed -$5.7M 52
2024
Q3
$5.7M Buy
+56,259
New +$5.7M 2.52% 18