Compass Financial 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
2023
Q1
Sell
2022
Q4
$332K Buy
2022
Q3
$328K Buy
2022
Q2
$336K Buy
2022
Q1
$353K Sell
2021
Q4
$378K Buy