Acorn Financial Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $261K | Sell |
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2025
Q1 | $263K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $228K | Buy |
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