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iShares Lehman Aggregate Bond shares owned by Compass Financial Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 17k 99.88

More positions owned by Compass Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Msci Kld 400 (DSI)

View all positions for Compass Financial Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond