Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
47,176
+86
| +0.2% | +$8.53K | 1.85% | 11 |
|
|
2025
Q1 | $4.64M | Sell |
47,090
-2,518
| -5% | -$248K | 2.01% | 10 |
|
|
2024
Q4 | $4.81M | Buy |
49,608
+15,764
| +47% | +$1.53M | 2.03% | 10 |
|
|
2024
Q3 | $3.43M | Buy |
33,844
+173
| +0.5% | +$17.5K | 1.47% | 16 |
|
|
2024
Q2 | $3.27M | Sell |
33,671
-2,333
| -6% | -$226K | 1.55% | 13 |
|
|
2024
Q1 | $3.53M | Sell |
36,004
-2,933
| -8% | -$288K | 1.76% | 10 |
|
|
2023
Q4 | $3.68M | Buy |
38,937
+594
| +2% | +$56.1K | 2.21% | 10 |
|
|
2023
Q3 | $3.61M | Sell |
38,343
-2,684
| -7% | -$252K | 3.11% | 7 |
|
|
2023
Q2 | $4.2M | Sell |
41,027
-4,201
| -9% | -$430K | 3.53% | 7 |
|
|
2023
Q1 | $4.51M | Buy |
+45,228
| New | +$4.51M | 4.13% | 6 |
|