Baron Silver Stevens Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.2M	Buy	425,375 +36,497	+9%	+$3.65M	6.13%	5
2025 Q4	$38.8M	Buy	388,878 +15,294	+4%	+$1.53M	5.61%	6
2025 Q3	$37.5M	Buy	373,584 +14,935	+4%	+$1.48M	5.48%	6
2025 Q2	$35.6M	Buy	358,649 +12,769	+4%	+$1.25M	5.7%	5
2025 Q1	$34.2M	Buy	345,880 +4,085	+1%	+$399K	5.99%	5
2024 Q4	$33.1M	Buy	341,795 +14,374	+4%	+$1.42M	5.62%	5
2024 Q3	$33.2M	Buy	327,421 +19,909	+6%	+$1.99M	5.79%	5
2024 Q2	$29.9M	Buy	307,512 +17,104	+6%	+$1.65M	5.66%	5
2024 Q1	$28.4M	Buy	290,408 +12,340	+4%	+$1.21M	5.5%	6
2023 Q4	$27.6M	Buy	278,068 +3,766	+1%	+$358K	5.79%	5
2023 Q3	$25.8M	Buy	274,302 +82,570	+43%	+$7.95M	5.84%	5
2023 Q2	$18.8M	Buy	191,732 +56,164	+41%	+$5.55M	4.12%	7
2023 Q1	$13.5M	Sell	135,568 -20,170	-13%	-$1.99M	3.52%	10
2022 Q4	$15.1M	Sell	155,738 -17,617	-10%	-$1.7M	3.72%	10
2022 Q3	$14.7K	Sell	173,355 -4,856	-3%	-$491K	3.99%	9
2022 Q2	$18.1M	Buy	178,211 +18,478	+12%	+$1.9M	4.69%	7
2022 Q1	$17.1M	Sell	159,733 -3,169	-2%	-$349K	4.01%	9
2021 Q4	$18.6M	Buy	162,902 +23,802	+17%	+$2.72M	4.4%	9
2021 Q3	$16M	Buy	139,100 +41,261	+42%	+$4.78M	4.26%	10
2021 Q2	$11.3M	Buy	97,839 +70,433	+257%	+$8.07M	3.06%	11
2021 Q1	$3.12M	Buy	27,406 +23,369	+579%	+$2.71M	1.7%	11
2020 Q4	$477K	Buy	+4,037	New	+$476K	0.16%	37