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Continuum Advisory’s iShares Agency Bond ETF AGZ Stock Holding History

Continuum Advisory’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
2024
Q1 		– Sell
-2,763
Closed -$300K – 1699
2023
Q4 		$300K Sell
2,763
-251
-8% -$26.7K 0.04% 369
2023
Q3 		$319K Buy
+3,014
New +$321K 0.05% 349
2023
Q2 		– Sell
-2,897
Closed -$314K – 447
2023
Q1 		$314K Buy
+2,897
New +$312K 0.05% 345

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JIP
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