Farrow Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Farrow Financial’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	$719K	Buy	7,602 +50	+0.7%	+$4.86K	0.38%	43
2026 Q2	$747K	Buy	7,552 +136	+2%	+$13.5K	0.4%	43
2026 Q1	$736K	Buy	7,416 +168	+2%	+$16.8K	0.42%	44
2025 Q4	$724K	Buy	7,248 +2,355	+48%	+$236K	0.42%	43
2025 Q3	$491K	Buy	4,893 +728	+17%	+$72.2K	0.28%	44
2025 Q2	$413K	Buy	4,165 +300	+8%	+$29.4K	0.25%	45
2025 Q1	$382K	Buy	3,865 +761	+25%	+$74.4K	0.26%	45
2024 Q4	$301K	Buy	+3,104	New	+$306K	0.2%	46

Other funds holding AGG

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Farrow Financial's AGG Position: Q3 2026 in Review

Farrow Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.66% in Q3 2026, buying an estimated $4.86K and bringing the position to 7,602 shares worth $719K. The position accounts for 0.38% of the portfolio, ranked #43.

Farrow Financial first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $747K in Q2 2026. 1,382 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Farrow Financial held 7,602 shares of iShares Core US Aggregate Bond ETF worth $719K as of Q3 2026.
Farrow Financial bought 50 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $4.86K.
iShares Core US Aggregate Bond ETF made up 0.38% of Farrow Financial's portfolio in Q3 2026, its #43 holding.
Farrow Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Farrow Financial's iShares Core US Aggregate Bond ETF position peaked at $747K in Q2 2026.
1,382 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Farrow Financial's 13F filing for Q3 2026, filed 30 Oct 2026.