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

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