Avantax 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 | $3.66M | Buy |
33,319
+4,458
| +15% | +$489K | 0.02% | 555 |
|
|
2025
Q1 | $3.16M | Sell |
28,861
-3,270
| -10% | -$358K | 0.02% | 563 |
|
|
2024
Q4 | $3.47M | Sell |
32,131
-123,726
| -79% | -$13.4M | 0.02% | 509 |
|
|
2024
Q3 | $17.2M | Buy |
155,857
+8,513
| +6% | +$940K | 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% | +$973K | 0.13% | 118 |
|
|
2023
Q4 | $13.8M | Buy |
127,635
+18,917
| +17% | +$2.05M | 0.14% | 120 |
|
|
2023
Q3 | $11.5M | Buy |
108,718
+26,475
| +32% | +$2.8M | 0.13% | 126 |
|
|
2023
Q2 | $8.8M | Buy |
82,243
+3,923
| +5% | +$420K | 0.1% | 161 |
|
|
2023
Q1 | $8.48M | Buy |
78,320
+5,548
| +8% | +$600K | 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% | +$446K | 0.08% | 183 |
|
|
2022
Q2 | $5.17M | Buy |
46,963
+2,759
| +6% | +$303K | 0.08% | 194 |
|
|
2022
Q1 | $4.97M | Buy |
44,204
+1,518
| +4% | +$171K | 0.07% | 212 |
|
|
2021
Q4 | $5M | Buy |
42,686
+4,426
| +12% | +$519K | 0.08% | 200 |
|
|
2021
Q3 | $4.54M | Buy |
38,260
+558
| +1% | +$66.2K | 0.08% | 189 |
|
|
2021
Q2 | $4.46M | Sell |
37,702
-7,902
| -17% | -$935K | 0.08% | 185 |
|
|
2021
Q1 | $5.36M | Buy |
45,604
+10,384
| +29% | +$1.22M | 0.12% | 146 |
|
|
2020
Q4 | $4.21M | Buy |
35,220
+5,214
| +17% | +$623K | 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% | +$1.38M | 0.05% | 254 |
|
|
2020
Q1 | $282K | Buy |
+2,343
| New | +$282K | 0.01% | 602 |
|