Compass Planning Associates
AGG icon

Compass Planning Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Compass Planning Associates’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
Q3 		$420K Buy
+4,440
New +$431K 0.22% 23
2025
Q3 		– Sell
-561
Closed -$55.6K – 34
2025
Q2 		$55.6K Sell
561
-3,539
-86% -$347K 0.05% 56
2025
Q1 		$406K Buy
4,100
+248
+6% +$24.2K 0.41% 25
2024
Q4 		$373K Buy
+3,852
New +$379K 0.38% 27

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Cordoba Advisory Partners
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Prime Capital Investment Advisors
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Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
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Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Compass Planning Associates's AGG Position: Q3 2026 in Review

Compass Planning Associates opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2026: 4,440 shares worth $420K. The stake represents 0.22% of the portfolio and ranks #23 among its holdings. This is a return to the name: Compass Planning Associates previously reported a position in AGG as recently as Q2 2025.

Compass Planning Associates first reported a position in AGG in Q4 2024 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Compass Planning Associates held 4,440 shares of iShares Core US Aggregate Bond ETF worth $420K as of Q3 2026.
  • iShares Core US Aggregate Bond ETF was a new Compass Planning Associates position in Q3 2026.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Compass Planning Associates's portfolio in Q3 2026, its #23 holding.
  • Compass Planning Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.