Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-418
| Closed | -$45K | – | 1199 |
|
|
2024
Q1 | $45K | Buy |
+418
| New | +$45K | ﹤0.01% | 684 |
|
|
2021
Q3 | – | Sell |
-162
| Closed | -$19K | – | 983 |
|
|
2021
Q2 | $19K | Sell |
162
-15,144
| -99% | -$1.78M | ﹤0.01% | 672 |
|
|
2021
Q1 | $1.8M | Buy |
15,306
+14,729
| +2,553% | +$1.73M | 0.12% | 152 |
|
|
2020
Q4 | $69K | Buy |
+577
| New | +$69K | 0.01% | 373 |
|