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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.6K Sell
561
-3,539
-86% -$351K 0.05% 56
2025
Q1 		$406K Buy
4,100
+248
+6% +$24.5K 0.41% 25
2024
Q4 		$373K Buy
+3,852
New +$373K 0.38% 27