Avantax 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 Q2	$3.66M	Buy	33,319 +4,458	+15%	+$486K	0.02%	555
2025 Q1	$3.16M	Sell	28,861 -3,270	-10%	-$355K	0.02%	563
2024 Q4	$3.47M	Sell	32,131 -123,726	-79%	-$13.5M	0.02%	509
2024 Q3	$17.2M	Buy	155,857 +8,513	+6%	+$932K	0.11%	143
2024 Q2	$15.9M	Buy	147,344 +10,703	+8%	+$1.15M	0.11%	139
2024 Q1	$14.8M	Buy	136,641 +9,006	+7%	+$972K	0.13%	118
2023 Q4	$13.8M	Buy	127,635 +18,917	+17%	+$2.01M	0.14%	120
2023 Q3	$11.5M	Buy	108,718 +26,475	+32%	+$2.82M	0.13%	126
2023 Q2	$8.8M	Buy	82,243 +3,923	+5%	+$423K	0.1%	161
2023 Q1	$8.48M	Buy	78,320 +5,548	+8%	+$597K	0.1%	156
2022 Q4	$7.75M	Buy	72,772 +21,625	+42%	+$2.3M	0.1%	162
2022 Q3	$5.45M	Buy	51,147 +4,184	+9%	+$457K	0.08%	183
2022 Q2	$5.17M	Buy	46,963 +2,759	+6%	+$304K	0.08%	194
2022 Q1	$4.97M	Buy	44,204 +1,518	+4%	+$174K	0.07%	212
2021 Q4	$5M	Buy	42,686 +4,426	+12%	+$521K	0.08%	200
2021 Q3	$4.54M	Buy	38,260 +558	+1%	+$66.4K	0.08%	189
2021 Q2	$4.46M	Sell	37,702 -7,902	-17%	-$934K	0.08%	185
2021 Q1	$5.36M	Buy	45,604 +10,384	+29%	+$1.23M	0.12%	146
2020 Q4	$4.21M	Buy	35,220 +5,214	+17%	+$628K	0.1%	153
2020 Q3	$3.63M	Buy	30,006 +16,274	+119%	+$1.97M	0.06%	251
2020 Q2	$1.66M	Buy	13,732 +11,389	+486%	+$1.37M	0.05%	254
2020 Q1	$282K	Buy	+2,343	New	+$276K	0.01%	602

Other funds holding AGZ