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EWG Elevate’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EWG Elevate’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
2025
Q3 		$1.25M Buy
12,427
+3,709
+43% +$368K 0.39% 61
2025
Q2 		$865K Buy
8,718
+314
+4% +$30.8K 0.27% 76
2025
Q1 		$831K Sell
8,404
-1,279
-13% -$125K 0.31% 58
2024
Q4 		$938K Buy
9,683
+7,089
+273% +$698K 0.29% 74
2024
Q3 		$263K Buy
+2,594
New +$259K 0.11% 94
2023
Q1 		– Sell
-369
Closed -$35.8K – 102
2022
Q4 		$35.8K Buy
+369
New +$35.7K 0.02% 207

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWG Elevate's AGG Position: Q3 2025 in Review

EWG Elevate increased its iShares Core US Aggregate Bond ETF (AGG) stake by 43% in Q3 2025, buying an estimated $368K and bringing the position to 12,427 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #61.

EWG Elevate first reported a position in AGG in Q4 2022 and has held it in 6 quarters since. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • EWG Elevate held 12,427 shares of iShares Core US Aggregate Bond ETF worth $1.25M as of Q3 2025.
  • EWG Elevate bought 3,709 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $368K.
  • iShares Core US Aggregate Bond ETF made up 0.39% of EWG Elevate's portfolio in Q3 2025, its #61 holding.
  • EWG Elevate first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.