Geneos Wealth 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 | $9.98K | Buy |
+91
| New | +$9.98K | ﹤0.01% | 2328 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 2469 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 2277 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2289 |
|
|
2019
Q1 | $2K | Sell |
20
-57
| -74% | -$5.7K | ﹤0.01% | 2209 |
|
|
2018
Q4 | $8K | Hold |
77
| – | – | ﹤0.01% | 1841 |
|
|
2018
Q3 | $8K | Buy |
+77
| New | +$8K | ﹤0.01% | 1901 |
|
|
2018
Q2 | – | Sell |
-188
| Closed | -$21K | – | 2253 |
|
|
2018
Q1 | $21K | Sell |
188
-229
| -55% | -$25.6K | ﹤0.01% | 1362 |
|
|
2017
Q4 | $47K | Sell |
417
-51
| -11% | -$5.75K | ﹤0.01% | 1020 |
|
|
2017
Q3 | $53K | Sell |
468
-199
| -30% | -$22.5K | 0.01% | 916 |
|
|
2017
Q2 | $75K | Sell |
667
-54
| -7% | -$6.07K | 0.01% | 778 |
|
|
2017
Q1 | $81K | Sell |
721
-178
| -20% | -$20K | 0.01% | 723 |
|
|
2016
Q4 | $101K | Sell |
899
-152
| -14% | -$17.1K | 0.01% | 614 |
|
|
2016
Q3 | $121K | Sell |
1,051
-274
| -21% | -$31.5K | 0.02% | 554 |
|
|
2016
Q2 | $153K | Sell |
1,325
-275
| -17% | -$31.8K | 0.02% | 495 |
|
|
2016
Q1 | $183K | Buy |
+1,600
| New | +$183K | 0.03% | 449 |
|