Elevatus Welath Management »

iShares Lehman Aggregate Bond shares owned by Elevatus Welath Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Elevatus Welath Management from 13F filings

Historical chart of Elevatus Welath Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Elevatus Welath Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Elevatus Welath Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $616k 6.1k 100.24
2025-06-30 $356k 3.6k 99.20
2025-03-31 $18M 177k 98.92
2024-12-31 $7.4M 76k 96.90

More positions owned by Elevatus Welath Management

Vanguard Index Fds Value Etf (VTV)
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Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)
Sofi Technologies (SOFI)

View all positions for Elevatus Welath Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond