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Compass Financial Services »

iShares Lehman Aggregate Bond shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services 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 Services 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 Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$92k	920	100.27
2025-06-30	$65k	655	99.27
2025-03-31	$2.8k	28	99.61
2024-12-31	$2.7k	28	96.96

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)

Wisdomtree Us MF Closed and MF Open (DGRW)

Jpmorgan MF Closed and MF Open (JPST)

First Trust MF Closed and MF Open (KNG)

Invesco Nasdaq MF Closed and MF Open (QQQM)

Jpmorgan MF Closed and MF Open (JEPQ)

SPDR S&P MF Closed and MF Open (VLU)

Invesco S&p MF Closed and MF Open (SPMO)

Ishares Core MF Closed and MF Open (DIVB)

Spdr Bloomberg MF Closed and MF Open (BIL)

First Trust MF Closed and MF Open (FDL)

Global X MF Closed and MF Open (XYLD)

Spdr Portfolio MF Closed and MF Open (SPYG)

Wisdomtree Equity MF Closed and MF Open (WTPI)

Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James Financial

Wells Fargo & Company

Envestnet Asset Management

Mercer Global Advisors

Sagespring Wealth Partners

Mastercard Foundation Asset Management Corp

Wealth Enhancement Advisory Services

Ameriprise Financial

Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond

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