Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,382
-19
| -0.8% | -$2.09K | 0.04% | 171 |
|
|
2025
Q1 | $263K | Sell |
2,401
-88
| -4% | -$9.63K | 0.05% | 158 |
|
|
2024
Q4 | $269K | Sell |
2,489
-38
| -2% | -$4.1K | 0.04% | 172 |
|
|
2024
Q3 | $279K | Buy |
2,527
+64
| +3% | +$7.07K | 0.05% | 168 |
|
|
2024
Q2 | $265K | Buy |
2,463
+56
| +2% | +$6.03K | 0.05% | 168 |
|
|
2024
Q1 | $260K | Sell |
2,407
-73
| -3% | -$7.89K | 0.05% | 176 |
|
|
2023
Q4 | $269K | Sell |
2,480
-183
| -7% | -$19.8K | 0.05% | 207 |
|
|
2023
Q3 | $282K | Buy |
2,663
+20
| +0.8% | +$2.12K | 0.05% | 197 |
|
|
2023
Q2 | $283K | Sell |
2,643
-229
| -8% | -$24.5K | 0.05% | 201 |
|
|
2023
Q1 | $311K | Buy |
2,872
+115
| +4% | +$12.4K | 0.06% | 175 |
|
|
2022
Q4 | $293K | Buy |
2,757
+75
| +3% | +$7.98K | 0.06% | 172 |
|
|
2022
Q3 | $286K | Sell |
2,682
-188
| -7% | -$20K | 0.07% | 172 |
|
|
2022
Q2 | $316K | Sell |
2,870
-2,186
| -43% | -$241K | 0.08% | 163 |
|
|
2022
Q1 | $568K | Sell |
5,056
-50
| -1% | -$5.62K | 0.11% | 121 |
|
|
2021
Q4 | $598K | Buy |
5,106
+417
| +9% | +$48.8K | 0.12% | 118 |
|
|
2021
Q3 | $556K | Sell |
4,689
-19
| -0.4% | -$2.25K | 0.17% | 123 |
|
|
2021
Q2 | $557K | Buy |
4,708
+1,613
| +52% | +$191K | 0.16% | 137 |
|
|
2021
Q1 | $364K | Buy |
3,095
+1,191
| +63% | +$140K | 0.13% | 149 |
|
|
2020
Q4 | $228K | Buy |
+1,904
| New | +$228K | 0.09% | 202 |
|