Evercore Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $392K | Sell |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $749K | Hold |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $971K | Buy |
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|
2018
Q1 | $961K | Hold |
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|
2017
Q4 | $970K | Buy |
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|
2017
Q3 | $760K | Buy |
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|
2017
Q2 | $759K | Hold |
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|
2017
Q1 | $755K | Hold |
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|
2016
Q4 | $752K | Sell |
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|
2016
Q3 | $1.76M | Buy |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.66M | Sell |
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|
2015
Q4 | $1.64M | Sell |
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|
2015
Q3 | $2.04M | Hold |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $371K | Sell |
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|
2014
Q3 | $497K | Sell |
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|
2014
Q2 | $503K | Hold |
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|
2014
Q1 | $498K | Sell |
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|
2013
Q4 | $518K | Buy |
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|
2013
Q3 | $509K | Buy |
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|
2013
Q2 | $340K | Buy |
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