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Birchcreek Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Birchcreek Wealth Management’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-438
Closed -$52K – 116
2020
Q4 		$52K Buy
+438
New +$52.7K 0.05% 213

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Birchcreek Wealth Management's AGZ Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2021, closing a stake of 438 shares — an estimated $52K sold.

Birchcreek Wealth Management first reported a position in AGZ in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 157 funds tracked by Wall St. Rank hold AGZ as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 438 iShares Agency Bond ETF shares in Q1 2021, an estimated $52K.
  • Birchcreek Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares Agency Bond ETF position peaked at $52K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.