A detailed history of Compass Financial Services Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Compass Financial Services Inc holds 920 shares of AGG stock, worth $92,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares
920
Previous 655 40.46%
Holding current value
$92,000
Previous $65 Million 41.88%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$97.75 - $100.75 $25,903 - $26,698
265 Added 40.46%
920 $92.2 Million
Q2 2025

Aug 08, 2025

BUY
$96.84 - $99.46 $60,718 - $62,361
627 Added 2239.29%
655 $65 Million
Q4 2024

Jan 28, 2025

BUY
$96.64 - $101.23 $2,705 - $2,834
28 New
28 $2.72 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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