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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
Q2 		$26.5K Buy
+268
New +$26.5K 0.03% 198
2024
Q2 		– Sell
-70
Closed -$6.97K – 80
2024
Q1 		$6.97K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Vima LLC's AGG Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 268 shares worth $26.5K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Vima LLC previously reported a position in AGG as recently as Q1 2024.

Vima LLC first reported a position in AGG in Q4 2023 and has held it in 3 quarters since. The position peaked at $26.6K in Q4 2023. 1,113 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vima LLC held 268 shares of iShares Core US Aggregate Bond ETF worth $26.5K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Vima LLC position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #198 holding.
  • Vima LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's iShares Core US Aggregate Bond ETF position peaked at $26.6K in Q4 2023.
  • 1,113 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.