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Farther Finance Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Farther Finance Advisors’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 		$27.4M Buy
276,853
+7,647
+3% +$757K 0.21% 88
2026
Q1 		$26.7M Buy
269,206
+45,273
+20% +$4.53M 0.25% 83
2025
Q4 		$22.4M Buy
223,933
+79,448
+55% +$7.97M 0.24% 77
2025
Q3 		$14.5M Sell
144,485
-74,256
-34% -$7.37M 0.22% 87
2025
Q2 		$21.7M Buy
218,741
+14,232
+7% +$1.39M 0.43% 39
2025
Q1 		$20.2M Sell
204,509
-7,754
-4% -$758K 0.52% 30
2024
Q4 		$20.6M Buy
212,263
+132,597
+166% +$13.1M 0.74% 19
2024
Q3 		$8.07M Buy
79,666
+2,673
+3% +$267K 0.3% 66
2024
Q2 		$7.41M Sell
76,993
-1,893
-2% -$183K 0.36% 49
2024
Q1 		$7.65M Sell
78,886
-933
-1% -$91.3K 0.47% 38
2023
Q4 		$7.92M Buy
79,819
+12,146
+18% +$1.16M 0.57% 30
2023
Q3 		$6.36M Buy
67,673
+15,848
+31% +$1.53M 1% 18
2023
Q2 		$5.08M Sell
51,825
-6,462
-11% -$639K 1.11% 16
2023
Q1 		$5.81M Buy
58,287
+27,471
+89% +$2.71M 1.7% 9
2022
Q4 		$2.99M Buy
+30,816
New +$2.98M 1.16% 13

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Farther Finance Advisors's AGG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q2 2026, buying an estimated $757K and bringing the position to 276,853 shares worth $27.4M. The position accounts for 0.21% of the portfolio, ranked #88.

Farther Finance Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Farther Finance Advisors held 276,853 shares of iShares Core US Aggregate Bond ETF worth $27.4M as of Q2 2026.
  • Farther Finance Advisors bought 7,647 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $757K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Farther Finance Advisors's portfolio in Q2 2026, its #88 holding.
  • Farther Finance Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.