COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$162K	Buy	+1,647	New	+$163K	0.02%	461

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AGG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 1,647 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings.

1,753 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,647 shares of iShares Core US Aggregate Bond ETF worth $162K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #461 holding.
1,753 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.