Vima LLC
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Vima LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vima LLC’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 		$25.3K Hold
268
– – 0.03% 197
2026
Q2 		$26.5K Buy
+268
New +$26.5K 0.03% 198
2024
Q2 		– Sell
-70
Closed -$6.98K – 80
2024
Q1 		$6.98K Sell
70
-198
-74% -$19.4K 0.01% 267
2023
Q4 		$26.6K Buy
+268
New +$25.5K 0.06% 167

Other funds holding AGG

Creative Planning
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Vima LLC's AGG Position: Q3 2026 in Review

Vima LLC held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2026 at 268 shares worth $25.3K. The position accounts for 0.03% of the portfolio, ranked #197.

Vima LLC first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. The position peaked at $26.6K in Q4 2023. 1,002 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Vima LLC held 268 shares of iShares Core US Aggregate Bond ETF worth $25.3K as of Q3 2026.
  • Vima LLC left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Vima LLC's portfolio in Q3 2026, its #197 holding.
  • Vima LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares Core US Aggregate Bond ETF position peaked at $26.6K in Q4 2023.
  • 1,002 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.