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Confluence Wealth Services »

iShares Lehman Aggregate Bond shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth 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 Confluence Wealth 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$241k	2.5k	97.94
2022-06-30	$313k	3.1k	102.49
2022-03-31	$239k	2.2k	106.74
2021-12-31	$481k	4.2k	114.06

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Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding iShares Lehman Aggregate Bond

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Wells Fargo & Company

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Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

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First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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