Confluence Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Confluence Investment Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$484K	Buy
2023 Q1	–	Sell
2022 Q4	$1.37M	Buy
2019 Q1	–	Sell
2018 Q4	$1.46M	Buy
2018 Q1	–	Sell
2017 Q4	$338K	Buy
2017 Q1	–	Sell
2016 Q4	$228K	Buy