Farther Finance Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
218,741
+14,232
| +7% | +$1.41M | 0.43% | 39 |
|
|
2025
Q1 | $20.2M | Sell |
204,509
-7,754
| -4% | -$767K | 0.52% | 30 |
|
|
2024
Q4 | $20.6M | Buy |
212,263
+132,597
| +166% | +$12.8M | 0.74% | 19 |
|
|
2024
Q3 | $8.07M | Buy |
79,666
+2,673
| +3% | +$271K | 0.3% | 66 |
|
|
2024
Q2 | $7.41M | Sell |
76,993
-1,893
| -2% | -$182K | 0.36% | 49 |
|
|
2024
Q1 | $7.65M | Sell |
78,886
-933
| -1% | -$90.4K | 0.47% | 38 |
|
|
2023
Q4 | $7.92M | Buy |
79,819
+12,146
| +18% | +$1.21M | 0.57% | 30 |
|
|
2023
Q3 | $6.36M | Buy |
67,673
+15,848
| +31% | +$1.49M | 1% | 18 |
|
|
2023
Q2 | $5.08M | Sell |
51,825
-6,462
| -11% | -$633K | 1.11% | 16 |
|
|
2023
Q1 | $5.81M | Buy |
58,287
+27,471
| +89% | +$2.74M | 1.7% | 9 |
|
|
2022
Q4 | $2.99M | Buy |
+30,816
| New | +$2.99M | 1.16% | 13 |
|