Clean Yield Group’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 | $17.7K | Sell |
161
-663
| -80% | -$73K | 0.01% | 282 |
|
|
2025
Q4 | $90.9K | Buy |
824
+51
| +7% | +$5.63K | 0.03% | 183 |
|
|
2025
Q3 | $85.4K | Buy |
773
+27
| +4% | +$2.96K | 0.02% | 187 |
|
|
2025
Q2 | $81.8K | Buy |
746
+94
| +14% | +$10.2K | 0.02% | 189 |
|
|
2025
Q1 | $71.3K | Buy |
652
+2
| +0.3% | +$217 | 0.02% | 201 |
|
|
2024
Q4 | $70.2K | Buy |
650
+102
| +19% | +$11.1K | 0.02% | 207 |
|
|
2024
Q3 | $60.5K | Buy |
548
+2
| +0.4% | +$219 | 0.02% | 217 |
|
|
2024
Q2 | $58.8K | Buy |
546
+22
| +4% | +$2.36K | 0.02% | 215 |
|
|
2024
Q1 | $56.7K | Buy |
524
+54
| +11% | +$5.83K | 0.02% | 223 |
|
|
2023
Q4 | $51K | Buy |
470
+1
| +0.2% | +$106 | 0.02% | 233 |
|
|
2023
Q3 | $49.5K | Buy |
469
+1
| +0.2% | +$106 | 0.02% | 227 |
|
|
2023
Q2 | $50.1K | Buy |
468
+11
| +2% | +$1.19K | 0.02% | 236 |
|
|
2023
Q1 | $49.4K | Hold |
457
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $48.6K | Buy |
457
+1
| +0.2% | +$106 | 0.02% | 235 |
|
|
2022
Q3 | $49K | Buy |
456
+121
| +36% | +$13.2K | 0.02% | 221 |
|
|
2022
Q2 | $37K | Sell |
335
-145
| -30% | -$16K | 0.02% | 255 |
|
|
2022
Q1 | $54K | Hold |
480
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $56K | Buy |
480
+1
| +0.2% | +$118 | 0.02% | 257 |
|
|
2021
Q3 | $57K | Sell |
479
-825
| -63% | -$98.2K | 0.02% | 254 |
|
|
2021
Q2 | $154K | Buy |
+1,304
| New | +$154K | 0.05% | 165 |
|
|
2021
Q1 | – | Sell |
-2,994
| Closed | -$358K | – | 155 |
|
|
2020
Q4 | $358K | Buy |
2,994
+5
| +0.2% | +$602 | 0.13% | 95 |
|
|
2020
Q3 | $362K | Buy |
2,989
+2
| +0.1% | +$243 | 0.15% | 85 |
|
|
2020
Q2 | $362K | Buy |
2,987
+826
| +38% | +$99.7K | 0.16% | 82 |
|
|
2020
Q1 | $261K | Sell |
2,161
-7
| -0.3% | -$826 | 0.12% | 101 |
|
|
2019
Q4 | $251K | Buy |
2,168
+1,183
| +120% | +$137K | 0.08% | 136 |
|
|
2019
Q3 | $115K | Sell |
985
-16
| -2% | -$1.85K | 0.04% | 168 |
|
|
2019
Q2 | $115K | Hold |
1,001
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $114K | Buy |
1,001
+30
| +3% | +$3.37K | 0.05% | 152 |
|
|
2018
Q4 | $109K | Buy |
+971
| New | +$108K | 0.05% | 153 |
|
|
2017
Q2 | – | Sell |
-725
| Closed | -$82K | – | 137 |
|
|
2017
Q1 | $82K | Buy |
+725
| New | +$81.7K | 0.03% | 158 |
|
|
2016
Q4 | – | Sell |
-325
| Closed | -$38K | – | 132 |
|
|
2016
Q3 | $38K | Buy |
325
+45
| +16% | +$5.2K | 0.02% | 200 |
|
|
2016
Q2 | $32K | Buy |
280
+40
| +17% | +$4.6K | 0.01% | 203 |
|
|
2016
Q1 | $28K | Buy |
+240
| New | +$27.4K | 0.01% | 208 |
|
Other funds holding AGZ
TWM
MCCA
B
Clean Yield Group's AGZ Position: Q1 2026 in Review
Clean Yield Group reduced its iShares Agency Bond ETF (AGZ) stake by 80% in Q1 2026, selling an estimated $73K and leaving 161 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #282.
Clean Yield Group first reported a position in AGZ in Q1 2016 and has held it in 33 quarters since. The position peaked at $362K in Q3 2020. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.
- Clean Yield Group held 161 shares of iShares Agency Bond ETF worth $17.7K as of Q1 2026.
- Clean Yield Group sold 663 iShares Agency Bond ETF shares in Q1 2026, an estimated $73K.
- iShares Agency Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #282 holding.
- Clean Yield Group first reported a position in iShares Agency Bond ETF in Q1 2016 and has held it in 33 quarters since.
- Clean Yield Group's iShares Agency Bond ETF position peaked at $362K in Q3 2020.
- 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.