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Charter Oak Capital Management’s iShares Agency Bond ETF AGZ Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-27
Closed -$3K – 176
2022
Q2 		$3K Hold
27
– – ﹤0.01% 770
2022
Q1 		$3K Hold
27
– – ﹤0.01% 819
2021
Q4 		$3K Hold
27
– – ﹤0.01% 739
2021
Q3 		$3K Hold
27
– – ﹤0.01% 716
2021
Q2 		$3K Hold
27
– – ﹤0.01% 705
2021
Q1 		$3K Hold
27
– – ﹤0.01% 673
2020
Q4 		$3K Buy
+27
New +$3.25K ﹤0.01% 636

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