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Acima Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Acima Private Wealth’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 		$10.3M Buy
103,994
+2,873
+3% +$284K 2.99% 11
2026
Q1 		$10M Buy
101,121
+1,744
+2% +$174K 3.15% 11
2025
Q4 		$9.93M Buy
99,377
+20,817
+26% +$2.09M 3.08% 11
2025
Q3 		$7.88M Buy
78,560
+10,653
+16% +$1.06M 2.47% 13
2025
Q2 		$6.74M Sell
67,907
-8,065
-11% -$790K 2.3% 14
2025
Q1 		$7.52M Sell
75,972
-214
-0.3% -$20.9K 2.7% 10
2024
Q4 		$7.38M Buy
76,186
+7,172
+10% +$706K 2.49% 12
2024
Q3 		$6.99M Buy
69,014
+2,262
+3% +$226K 2.34% 12
2024
Q2 		$6.48M Buy
66,752
+7,802
+13% +$753K 2.38% 11
2024
Q1 		$5.77M Buy
58,950
+435
+0.7% +$42.6K 2.13% 12
2023
Q4 		$5.81M Buy
58,515
+48,937
+511% +$4.66M 2.27% 12
2023
Q3 		$901K Sell
9,578
-92
-1% -$8.86K 0.4% 61
2023
Q2 		$947K Sell
9,670
-517
-5% -$51.1K 0.45% 56
2023
Q1 		$1.02M Buy
10,187
+453
+5% +$44.8K 0.5% 51
2022
Q4 		$944K Sell
9,734
-1,094
-10% -$106K 0.48% 54
2022
Q3 		$1.04M Buy
10,828
+1,031
+11% +$104K 0.54% 49
2022
Q2 		$996K Buy
9,797
+3,741
+62% +$384K 0.5% 53
2022
Q1 		$649K Buy
6,056
+2,417
+66% +$266K 0.3% 73
2021
Q4 		$415K Buy
3,639
+797
+28% +$91.2K 0.18% 97
2021
Q3 		$326K Buy
2,842
+514
+22% +$59.6K 0.15% 99
2021
Q2 		$269K Sell
2,328
-72
-3% -$8.25K 0.12% 111
2021
Q1 		$273K Buy
2,400
+134
+6% +$15.5K 0.13% 111
2020
Q4 		$268K Buy
2,266
+231
+11% +$27.2K 0.14% 104
2020
Q3 		$240K Sell
2,035
-313
-13% -$37.1K 0.14% 101
2020
Q2 		$278K Buy
2,348
+1,002
+74% +$117K 0.18% 97
2020
Q1 		$155K Buy
1,346
+350
+35% +$39.9K 0.12% 127
2019
Q4 		$112K Sell
996
-18
-2% -$2.03K 0.08% 159
2019
Q3 		$114K Buy
1,014
+11
+1% +$1.24K 0.09% 158
2019
Q2 		$112K Hold
1,003
– – 0.09% 149
2019
Q1 		$109K Hold
1,003
– – 0.09% 148
2018
Q4 		$107K Buy
+1,003
New +$105K 0.1% 147

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acima Private Wealth's AGG Position: Q2 2026 in Review

Acima Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q2 2026, buying an estimated $284K and bringing the position to 103,994 shares worth $10.3M. The position accounts for 2.99% of the portfolio, ranked #11.

Acima Private Wealth first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Acima Private Wealth held 103,994 shares of iShares Core US Aggregate Bond ETF worth $10.3M as of Q2 2026.
  • Acima Private Wealth bought 2,873 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $284K.
  • iShares Core US Aggregate Bond ETF made up 2.99% of Acima Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Acima Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.