Farther Finance 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	$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