AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Sell |
184
-20
| -10% | -$2.19K | ﹤0.01% | 1761 |
|
|
2025
Q1 | $22.3K | Sell |
204
-4,145
| -95% | -$454K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $470K | Buy |
+4,349
| New | +$470K | ﹤0.01% | 933 |
|
|
2021
Q2 | – | Sell |
-22,849
| Closed | -$2.69M | – | 1561 |
|
|
2021
Q1 | $2.69M | Buy |
22,849
+17,985
| +370% | +$2.12M | 0.03% | 489 |
|
|
2020
Q4 | $581K | Sell |
4,864
-24,699
| -84% | -$2.95M | 0.01% | 903 |
|
|
2020
Q3 | $3.58M | Buy |
29,563
+24,016
| +433% | +$2.91M | 0.05% | 284 |
|
|
2020
Q2 | $672K | Buy |
5,547
+1,325
| +31% | +$161K | 0.01% | 748 |
|
|
2020
Q1 | $509K | Sell |
4,222
-2,388
| -36% | -$288K | 0.01% | 672 |
|
|
2019
Q4 | $764K | Sell |
6,610
-590
| -8% | -$68.2K | 0.02% | 593 |
|
|
2019
Q3 | $839K | Buy |
7,200
+3,679
| +104% | +$429K | 0.02% | 492 |
|
|
2019
Q2 | $406K | Buy |
+3,521
| New | +$406K | 0.01% | 645 |
|