EWA
AGZ icon

EverSource Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

EverSource Wealth Advisors’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
-30
Closed -$3.21K – 2898
2023
Q4 		$3.21K Buy
30
+1
+3% +$106 ﹤0.01% 2032
2023
Q3 		$3.09K Hold
29
– – ﹤0.01% 1876
2023
Q2 		$3.1K Buy
+29
New +$3.13K ﹤0.01% 1909
2022
Q3 		– Sell
-590
Closed -$65K – 1960
2022
Q2 		$65K Buy
+590
New +$65.1K 0.02% 524

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MCCA
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RJA
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JIP
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AAS
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Asset Management One
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