Accel Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-266
| Closed | -$28.8K | – | 189 |
|
|
2023
Q1 | $28.8K | Hold |
266
| – | – | 0.01% | 616 |
|
|
2022
Q4 | $28.3K | Hold |
266
| – | – | 0.01% | 475 |
|
|
2022
Q3 | $28K | Hold |
266
| – | – | 0.02% | 481 |
|
|
2022
Q2 | $29K | Hold |
266
| – | – | 0.02% | 453 |
|
|
2022
Q1 | $30K | Hold |
266
| – | – | 0.02% | 466 |
|
|
2021
Q4 | $31K | Hold |
266
| – | – | 0.02% | 471 |
|
|
2021
Q3 | $32K | Hold |
266
| – | – | 0.02% | 403 |
|
|
2021
Q2 | $31K | Hold |
266
| – | – | 0.02% | 430 |
|
|
2021
Q1 | $31K | Hold |
266
| – | – | 0.03% | 407 |
|
|
2020
Q4 | $32K | Buy |
+266
| New | +$32K | 0.03% | 388 |
|