B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $587K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $230K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.84M | Buy |
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|
2016
Q3 | $2.63M | Buy |
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|
2016
Q2 | $2.55M | Buy |
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|
2016
Q1 | $2.49M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.43M | Sell |
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|
2015
Q2 | $2.56M | Sell |
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|
2015
Q1 | $2.74M | Buy |
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|
2014
Q4 | $1.83K | Buy |
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|
2014
Q3 | $886K | Sell |
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|
2014
Q2 | $866K | Buy |
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|
2014
Q1 | $850K | Sell |
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|
2013
Q4 | $974K | Buy |
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|
2013
Q3 | $751K | Sell |
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|
2013
Q2 | $777K | Buy |
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