Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST CORE US AGGBD ET ETF (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 41,761 | +2,078 | +5.2% | 1.14% | $4.2M | $99.25 |
| 2025 Q3 | ADDED | 39,683 | +6,309 | +18.9% | 1.16% | $4.0M | $98.32 |
| 2025 Q2 | REDUCED | 33,374 | -1,296 | -3.7% | 1.11% | $3.3M | $96.33 |
| 2025 Q1 | ADDED | 34,670 | +7,591 | +28.0% | 1.24% | $3.4M | $95.12 |
| 2024 Q4 | REDUCED | 27,079 | -136 | -0.5% | 0.99% | $2.6M | $92.59 |
| 2024 Q3 | ADDED | 27,215 | +2,814 | +11.5% | 1.03% | $2.8M | $95.55 |
| 2024 Q2 | ADDED | 24,401 | +3,333 | +15.8% | 0.95% | $2.4M | $90.74 |
| 2024 Q1 | ADDED | 21,068 | +8,495 | +67.6% | 0.88% | $2.1M | $90.72 |
| 2023 Q4 | ADDED | 12,573 | +1,679 | +15.4% | 0.63% | $1.2M | $91.39 |
| 2023 Q3 | ADDED | 10,894 | +711 | +7.0% | 0.57% | $1.0M | $85.61 |
As of 2025 Q4 — sorted by position size