Compass Financial Services’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
$65K Buy
655
+627
+2,239% +$62.2K 0.03% 78
2025
Q1
$2.79K Hold
28
﹤0.01% 258
2024
Q4
$2.72K Buy
+28
New +$2.72K ﹤0.01% 180