Convergence Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,312	Closed	-$418K	–	168
2024 Q4	$418K	Buy	+4,312	New	+$418K	0.08%	104