Elevatus Welath Management’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	$356K	Sell	3,585 -173,293	-98%	-$17.2M	0.12%	81
2025 Q1	$17.5M	Buy	176,878 +100,756	+132%	+$9.97M	9.92%	1
2024 Q4	$7.38M	Buy	+76,122	New	+$7.38M	2.52%	12