Clearstead Advisors’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 | $41.7K | Buy |
+380
| New | +$41.7K | ﹤0.01% | 1334 |
|
|
2024
Q1 | – | Sell |
-103
| Closed | -$11.2K | – | 1544 |
|
|
2023
Q4 | $11.2K | Buy |
+103
| New | +$11.2K | ﹤0.01% | 1037 |
|
|
2022
Q2 | – | Sell |
-381
| Closed | -$43K | – | 1265 |
|
|
2022
Q1 | $43K | Sell |
381
-853
| -69% | -$96.3K | ﹤0.01% | 710 |
|
|
2021
Q4 | $145K | Sell |
1,234
-402
| -25% | -$47.2K | 0.01% | 447 |
|
|
2021
Q3 | $194K | Buy |
1,636
+1,282
| +362% | +$152K | 0.01% | 372 |
|
|
2021
Q2 | $42K | Buy |
+354
| New | +$42K | ﹤0.01% | 586 |
|