Creative Planning’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
Q1 | – | Sell |
-2,114
| Closed | -$228K | – | 3437 |
|
|
2024
Q4 | $228K | Buy |
+2,114
| New | +$228K | ﹤0.01% | 2870 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1888 |
|
|
2017
Q2 | $1K | Sell |
8
-28
| -78% | -$3.5K | ﹤0.01% | 4301 |
|
|
2017
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 3961 |
|
|
2016
Q4 | – | Sell |
-61
| Closed | -$7K | – | 4413 |
|
|
2016
Q3 | $7K | Sell |
61
-211
| -78% | -$24.2K | ﹤0.01% | 3628 |
|
|
2016
Q2 | $32K | Buy |
272
+245
| +907% | +$28.8K | ﹤0.01% | 2420 |
|
|
2016
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 3716 |
|
|
2015
Q4 | – | Sell |
-136
| Closed | -$16K | – | 4247 |
|
|
2015
Q3 | $16K | Buy |
+136
| New | +$16K | ﹤0.01% | 2863 |
|
|
2015
Q1 | – | Sell |
-125
| Closed | -$14K | – | 4042 |
|
|
2014
Q4 | $14K | Buy |
+125
| New | +$14K | ﹤0.01% | 2855 |
|
|
2014
Q2 | – | Sell |
-61
| Closed | -$7K | – | 3627 |
|
|
2014
Q1 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 2850 |
|