Compass Ion Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Compass Ion Advisors’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
2025 Q2	$3.59M	Buy
2025 Q1	$3.5M	Sell
2024 Q4	$3.52M	Buy
2024 Q3	$3.58M	Buy
2024 Q2	$3.37M	Hold
2024 Q1	$3.37M	Buy
2023 Q4	$3.37M	Sell
2023 Q3	$3.25M	Buy
2023 Q1	–	Sell
2022 Q4	$4.78M	Buy