Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
+12,813
| New | +$1.41M | ﹤0.01% | 1362 |
|
|
2024
Q4 | – | Sell |
-11,580
| Closed | -$1.28M | – | 2421 |
|
|
2024
Q3 | $1.28M | Buy |
11,580
+253
| +2% | +$27.9K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $1.22M | Sell |
11,327
-58
| -0.5% | -$6.24K | ﹤0.01% | 1133 |
|
|
2024
Q1 | $1.23M | Buy |
11,385
+1,123
| +11% | +$121K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $1.11M | Sell |
10,262
-1,198
| -10% | -$130K | ﹤0.01% | 942 |
|
|
2023
Q3 | $1.21M | Sell |
11,460
-32
| -0.3% | -$3.39K | 0.01% | 696 |
|
|
2023
Q2 | $1.23M | Sell |
11,492
-401
| -3% | -$42.9K | ﹤0.01% | 860 |
|
|
2023
Q1 | $1.29M | Buy |
11,893
+147
| +1% | +$15.9K | ﹤0.01% | 874 |
|
|
2022
Q4 | $1.25M | Buy |
+11,746
| New | +$1.25M | 0.01% | 638 |
|