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Colonial Trust’s iShares Agency Bond ETF AGZ Stock Holding History

Colonial Trust’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
-135
Closed -$14.3K – 965
2023
Q3 		$14.3K Buy
+135
New +$14.4K ﹤0.01% 654
2023
Q1 		– Sell
-140
Closed -$14.9K – 898
2022
Q4 		$14.9K Buy
+140
New +$14.9K ﹤0.01% 614

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HighTower Advisors
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MCCA
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RJA
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Ameriprise
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Morgan Stanley
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AAS
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Asset Management One
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