Elevation Wealth Partners
AGG icon

Elevation Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elevation Wealth Partners’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
Q3 		$4.25M Buy
44,903
+702
+2% +$68.2K 1.19% 23
2026
Q2 		$4.38M Buy
44,201
+247
+0.6% +$24.4K 1.31% 17
2026
Q1 		$4.36M Sell
43,954
-674
-2% -$67.4K 1.56% 14
2025
Q4 		$4.46M Buy
44,628
+68
+0.2% +$6.82K 1.58% 15
2025
Q3 		$4.47M Sell
44,560
-2,616
-6% -$260K 1.61% 13
2025
Q2 		$4.68M Buy
47,176
+86
+0.2% +$8.43K 1.85% 11
2025
Q1 		$4.64M Sell
47,090
-2,518
-5% -$246K 2.01% 10
2024
Q4 		$4.81M Buy
49,608
+15,764
+47% +$1.55M 2.03% 10
2024
Q3 		$3.43M Buy
33,844
+173
+0.5% +$17.3K 1.47% 16
2024
Q2 		$3.27M Sell
33,671
-2,333
-6% -$225K 1.55% 13
2024
Q1 		$3.53M Sell
36,004
-2,933
-8% -$287K 1.76% 10
2023
Q4 		$3.68M Buy
38,937
+594
+2% +$56.5K 2.21% 10
2023
Q3 		$3.61M Sell
38,343
-2,684
-7% -$258K 3.11% 7
2023
Q2 		$4.2M Sell
41,027
-4,201
-9% -$415K 3.53% 7
2023
Q1 		$4.51M Buy
+45,228
New +$4.47M 4.13% 6

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Elevation Wealth Partners's AGG Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q3 2026, buying an estimated $68.2K and bringing the position to 44,903 shares worth $4.25M. The position accounts for 1.19% of the portfolio, ranked #23.

Elevation Wealth Partners first reported a position in AGG in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.81M in Q4 2024. 845 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Elevation Wealth Partners held 44,903 shares of iShares Core US Aggregate Bond ETF worth $4.25M as of Q3 2026.
  • Elevation Wealth Partners bought 702 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $68.2K.
  • iShares Core US Aggregate Bond ETF made up 1.19% of Elevation Wealth Partners's portfolio in Q3 2026, its #23 holding.
  • Elevation Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $4.81M in Q4 2024.
  • 845 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.