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Cary Street Partners Investment Advisory’s iShares Agency Bond ETF AGZ Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-7
Closed -$741 – 669
2023
Q3 		$741 Buy
+7
New +$745 ﹤0.01% 1763

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Cary Street Partners Investment Advisory's AGZ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 7 shares — an estimated $741 sold.

Cary Street Partners Investment Advisory first reported a position in AGZ in Q3 2023 and held it in 1 quarter. The position peaked at $741 in Q3 2023. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 7 iShares Agency Bond ETF shares in Q4 2023, an estimated $741.
  • Cary Street Partners Investment Advisory first reported a position in iShares Agency Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Agency Bond ETF position peaked at $741 in Q3 2023.
  • 154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.