iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

SecurityAGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership101,121 shares
Latest Disclosed Value $ 10,038,324
Acima Private Wealth, Llc reports 1.75% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 101,121 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) valued at $10,038,282 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 99,377 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 1.75% during the quarter. The current value of the position is $9,960,418 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 101,121 1,744 1.75 10,038 1.14 3.1505
2026-01-15 2025-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 99,377 20,817 26.50 9,926 26.03 3.0803
2025-11-10 2025-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 78,560 10,653 15.69 7,876 16.91 2.4660
2025-07-24 2025-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 67,907 -8,065 -10.62 6,736 -10.37 2.2956
2025-05-09 2025-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 75,972 -214 -0.28 7,515 1.80 2.6969
2025-02-05 2024-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 76,186 7,172 10.39 7,382 5.62 2.4850
2024-11-12 2024-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 69,014 2,262 3.39 6,989 7.87 2.3424
2024-07-30 2024-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 66,752 7,802 13.23 6,480 12.23 2.3807
2024-05-14 2024-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 58,950 435 0.74 5,774 -0.59 2.1286
2024-02-29 2023-12-31 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 58,515 48,937 510.93 5,808 545.22 2.2675
2024-02-29 2023-09-30 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 9,578 -92 -0.95 901 -4.96 0.4007
2024-02-29 2023-06-30 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 9,670 -517 -5.08 947 -6.70 0.4533
2024-02-29 2023-03-31 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 10,187 453 4.65 1,015 7.52 0.4984
2024-02-29 2022-12-31 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 9,734 -1,094 -10.10 944 -9.49 0.4840
2024-02-29 2022-09-30 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 10,828 1,031 10.52 1,043 4.72 0.5362
2024-02-29 2022-06-30 13F ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 9,797 3,741 61.77 996 53.47 0.4972
2022-05-02 2022-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 6,056 2,417 66.42 649 56.39 0.2997
2022-03-10 2021-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 3,639 797 28.04 415 27.30 0.1786
2021-11-09 2021-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,842 514 22.08 326 21.19 0.1498
2021-08-13 2021-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,328 -72 -3.00 269 -1.47 0.1235
2021-05-14 2021-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,400 134 5.91 273 1.87 0.1342
2021-05-14 2020-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,266 231 11.35 268 11.67 0.1388
2021-05-14 2020-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,035 -313 -13.33 240 -13.67 0.1447
2021-05-14 2020-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 2,348 1,002 74.44 278 79.35 0.1796
2020-05-01 2020-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1,346 350 35.14 155 38.39 0.1194
2020-01-24 2019-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 996 -18 -1.78 112 -1.75 0.0774
2019-10-30 2019-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1,014 11 1.10 114 1.79 0.0871
2019-07-23 2019-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1,003 0 0.00 112 2.75 0.0883
2019-05-06 2019-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1,003 0 0.00 109 1.87 0.0933
2019-02-07 2018-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1,003 1,003 107 0.1048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.