H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,261
| Closed | -$716K | – | 56 |
|
|
2021
Q4 | $716K | Sell |
6,261
-5,842
| -48% | -$668K | 0.45% | 41 |
|
|
2021
Q3 | $1.43M | Sell |
12,103
-189
| -2% | -$22.3K | 0.88% | 25 |
|
|
2021
Q2 | $1.46M | Sell |
12,292
-154
| -1% | -$18.3K | 0.9% | 25 |
|
|
2021
Q1 | $1.47M | Buy |
+12,446
| New | +$1.47M | 0.89% | 25 |
|
|
2020
Q3 | $1.65M | Sell |
13,654
-31,028
| -69% | -$3.76M | 1.3% | 25 |
|
|
2020
Q2 | $5.41M | Sell |
44,682
-133
| -0.3% | -$16.1K | 4.79% | 8 |
|
|
2020
Q1 | $5.4M | Buy |
+44,815
| New | +$5.4M | 5.13% | 5 |
|