Confluence Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Confluence Wealth Services’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
2024 Q2	–	Sell
2024 Q1	$241K	Buy
2022 Q3	–	Sell
2022 Q2	$313K	Buy
2022 Q1	$239K	Sell
2021 Q4	$481K	Buy