Bogart Wealth LLC’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
2026 Q1	$7.24K	Hold	66	–	–	﹤0.01%	972
2025 Q4	$7.28K	Hold	66	–	–	﹤0.01%	925
2025 Q3	$7.28K	Hold	66	–	–	﹤0.01%	893
2025 Q2	$7.24K	Sell	66 -67	-50%	-$7.3K	﹤0.01%	856
2025 Q1	$14.6K	Buy	133 +67	+102%	+$7.27K	﹤0.01%	661
2024 Q4	$7.13K	Hold	66	–	–	﹤0.01%	807
2024 Q3	$7.29K	Hold	66	–	–	﹤0.01%	758
2024 Q2	$7.1K	Hold	66	–	–	﹤0.01%	717
2024 Q1	$7.13K	Hold	66	–	–	﹤0.01%	698
2023 Q4	$7.16K	Hold	66	–	–	﹤0.01%	679
2023 Q3	$6.98K	Sell	66 -35	-35%	-$3.73K	﹤0.01%	660
2023 Q2	$10.8K	Hold	101	–	–	﹤0.01%	563
2023 Q1	$10.9K	Hold	101	–	–	﹤0.01%	571
2022 Q4	$10.7K	Sell	101 -12	-11%	-$1.28K	﹤0.01%	527
2022 Q3	$12K	Buy	113 +66	+140%	+$7.21K	﹤0.01%	507
2022 Q2	$5K	Sell	47 -57	-55%	-$6.29K	﹤0.01%	625
2022 Q1	$12K	Buy	+104	New	+$11.9K	﹤0.01%	463