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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
Q3 		$9.79M Sell
103,603
-391
-0.4% -$38K 2.84% 13
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Acima Private Wealth's AGG Position: Q3 2026 in Review

Acima Private Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.38% in Q3 2026, selling an estimated $38K and leaving 103,603 shares worth $9.79M. The position accounts for 2.84% of the portfolio, ranked #13.

Acima Private Wealth first reported a position in AGG in Q4 2018 and has held it in 32 quarters since. The position peaked at $10.3M in Q2 2026. 262 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Acima Private Wealth held 103,603 shares of iShares Core US Aggregate Bond ETF worth $9.79M as of Q3 2026.
  • Acima Private Wealth sold 391 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $38K.
  • iShares Core US Aggregate Bond ETF made up 2.84% of Acima Private Wealth's portfolio in Q3 2026, its #13 holding.
  • Acima Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • Acima Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $10.3M in Q2 2026.
  • 262 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.