IAGG Ishares Core Intl Aggregate Bond Etf

Ownership history in Compton Financial Group, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, LLC reported a position in Ishares Core Intl Aggregate Bond Etf (IAGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.0% (2022 Q3)
Avg. % of fund
4.54%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,871 -4,937 -18.4% 0.25% $1.1M $49.90
2025 Q3 REDUCED 26,808 -444 -1.6% 0.33% $1.4M $49.60
2025 Q2 REDUCED 27,252 -14,174 -34.2% 0.36% $1.4M $49.46
2025 Q1 REDUCED 41,426 -317,197 -88.4% 0.60% $2.1M $48.40
2024 Q4 ADDED 358,623 +24,975 +7.5% 5.32% $17.9M $48.33
2024 Q3 ADDED 333,648 +3,977 +1.2% 5.22% $17.3M $48.12
2024 Q2 ADDED 329,671 +17,936 +5.8% 5.34% $16.5M $46.35
2024 Q1 REDUCED 311,735 -55 -0.0% 5.24% $15.6M $46.38
2023 Q4 REDUCED 311,790 -4,406 -1.4% 5.49% $15.5M $46.24
2023 Q3 ADDED 316,196 +25,146 +8.6% 5.86% $15.4M $43.72
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% of Fund (quarterly)    IAGG price (monthly, adj. close)
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