Fortis Capital Management’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
Q2 | $1.09M | Sell |
9,943
-13,078
| -57% | -$1.43M | 0.17% | 71 |
|
|
2025
Q1 | $2.52M | Buy |
23,021
+9,579
| +71% | +$1.05M | 0.49% | 56 |
|
|
2024
Q4 | $1.45M | Buy |
13,442
+769
| +6% | +$83K | 0.27% | 65 |
|
|
2024
Q3 | $1.4M | Buy |
12,673
+55
| +0.4% | +$6.07K | 0.28% | 64 |
|
|
2024
Q2 | $1.36M | Buy |
12,618
+9,624
| +321% | +$1.04M | 0.29% | 65 |
|
|
2024
Q1 | $324K | Buy |
+2,994
| New | +$324K | 0.08% | 94 |
|