Envestnet Portfolio Solutions’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
2024
Q2
Sell
-3,474
Closed -$375K 1627
2024
Q1
$375K Sell
3,474
-97
-3% -$10.5K ﹤0.01% 1241
2023
Q4
$387K Sell
3,571
-294
-8% -$31.9K ﹤0.01% 1165
2023
Q3
$409K Buy
+3,865
New +$409K ﹤0.01% 1071