Great Diamond Partners’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 | $8.58M | Buy |
78,255
+275
| +0.4% | +$30.2K | 1.81% | 10 |
|
|
2025
Q1 | $8.53M | Buy |
77,980
+1,760
| +2% | +$193K | 2.33% | 8 |
|
|
2024
Q4 | $8.23M | Buy |
76,220
+778
| +1% | +$84K | 2.13% | 8 |
|
|
2024
Q3 | $8.33M | Buy |
75,442
+158
| +0.2% | +$17.4K | 2.12% | 7 |
|
|
2024
Q2 | $8.1M | Sell |
75,284
-2,204
| -3% | -$237K | 1.9% | 7 |
|
|
2024
Q1 | $8.37M | Buy |
77,488
+60
| +0.1% | +$6.48K | 1.92% | 7 |
|
|
2023
Q4 | $8.4M | Buy |
77,428
+1,912
| +3% | +$207K | 2.07% | 7 |
|
|
2023
Q3 | $7.99M | Buy |
75,516
+289
| +0.4% | +$30.6K | 2.16% | 7 |
|
|
2023
Q2 | $8.05M | Buy |
+75,227
| New | +$8.05M | 2.12% | 9 |
|