Compass Financial Group (Florida)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
|
|||||
|
2025
Q1 | $3.11M | Sell |
|
|||||
|
2024
Q4 | $3.1M | Buy |
|
|||||
|
2024
Q3 | $3.23M | Buy |
|
|||||
|
2024
Q2 | $3.11M | Buy |
|
|||||
|
2024
Q1 | $3.08M | Sell |
|
|||||
|
2023
Q4 | $3.13M | Sell |
|
|||||
|
2023
Q3 | $5.28M | Buy |
|
|||||
|
2023
Q2 | $5.34M | Buy |
|
|||||
|
2023
Q1 | $2.56M | Buy |
|
|||||
|
2022
Q4 | $2.37M | Sell |
|
|||||
|
2022
Q3 | $4.76M | Buy |
|
|||||
|
2022
Q2 | $5.01M | Buy |
|
|||||
|
2022
Q1 | $5.15M | Sell |
|
|||||
|
2021
Q4 | $5.52M | Buy |
|
|||||
|
2021
Q3 | $5.49M | Sell |
|
|||||
|
2021
Q2 | $5.59M | Sell |
|
|||||
|
2021
Q1 | $5.6M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $747K | Hold |
|
|||||
|
2018
Q2 | $752K | Sell |
|
|||||
|
2018
Q1 | $779K | Sell |
|
|||||
|
2017
Q4 | $4.21M | Sell |
|
|||||
|
2017
Q3 | $4.42M | Buy |
|
|||||
|
2017
Q2 | $4.38M | Buy |
|
|||||
|
2017
Q1 | $4.21M | Buy |
|
|||||
|
2016
Q4 | $3.93M | Buy |
|
|||||
|
2016
Q3 | $4.09M | Buy |
|
|||||
|
2016
Q2 | $3.88M | Buy |
|
|||||
|
2016
Q1 | $3.58M | Buy |
|
|||||
|
2015
Q4 | $2.98M | Buy |
|