Corient Private Wealth
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Corient Private Wealth’s iShares Agency Bond ETF AGZ Stock Holding History

Corient Private Wealth’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
2025
Q2 		$200K Buy
2024
Q4 		– Sell
2024
Q3 		$201K Sell
2024
Q2 		$295K Sell
2024
Q1 		$323K Sell
2023
Q4 		$329K Buy
2023
Q3 		$295K Buy