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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
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 $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Elevation Wealth Partners's AGG Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.56% in Q2 2026, buying an estimated $24.4K and bringing the position to 44,201 shares worth $4.38M. The position accounts for 1.31% of the portfolio, ranked #17.

Elevation Wealth Partners first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.81M in Q4 2024. 877 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Elevation Wealth Partners held 44,201 shares of iShares Core US Aggregate Bond ETF worth $4.38M as of Q2 2026.
  • Elevation Wealth Partners bought 247 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core US Aggregate Bond ETF made up 1.31% of Elevation Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Elevation Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $4.81M in Q4 2024.
  • 877 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.