HM Payson & Co’s iShares Agency Bond ETF AGZ Stock Holding History

HM Payson & Co’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
2025 Q3	$7.06K	Sell
2025 Q2	$2.94M	Buy
2025 Q1	$2.93M	Buy
2024 Q4	$2.49M	Hold
2024 Q3	$2.54M	Hold
2024 Q2	$2.48M	Hold
2024 Q1	$2.49M	Hold
2023 Q4	$2.5M	Hold
2023 Q3	$2.44M	Hold
2023 Q2	$2.47M	Hold
2023 Q1	$2.49M	Hold
2022 Q4	$2.45M	Hold
2022 Q3	$2.45M	Hold
2022 Q2	$2.54M	Hold
2022 Q1	$2.59M	Hold
2021 Q4	$2.7M	Hold
2021 Q3	$2.73M	Hold
2021 Q2	$2.73M	Hold
2021 Q1	$2.71M	Sell
2020 Q4	$2.79M	Hold
2020 Q3	$2.82M	Hold
2020 Q2	$2.82M	Hold
2020 Q1	$2.81M	Hold
2019 Q4	$2.69M	Hold
2019 Q3	$2.71M	Buy
2019 Q2	$2.66M	Hold
2019 Q1	$2.62M	Buy
2018 Q4	–	Sell
2018 Q3	$2.55M	Hold
2018 Q2	$2.57M	Hold
2018 Q1	$2.58M	Buy
2017 Q4	$1.6M	Hold
2017 Q3	$1.61M	Hold
2017 Q2	$1.61M	Hold
2017 Q1	$1.6M	Hold
2016 Q4	$1.59M	Hold
2016 Q3	$1.64M	Hold
2016 Q2	$1.64M	Hold
2016 Q1	$1.63M	Sell
2015 Q4	$1.81M	Hold
2015 Q3	$1.82M	Hold
2015 Q2	$1.81M	Buy
2015 Q1	$1.42M	Hold
2014 Q4	$1.41M	Hold
2014 Q3	$1.4M	Hold
2014 Q2	$1.4M	Buy
2014 Q1	$694K	Buy
2013 Q4	$489K	Hold
2013 Q3	$492K	Hold
2013 Q2	$489K	Buy