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IWM
IHT Wealth Management’s
iShares Agency Bond ETF
AGZ
Stock Holding History
IHT Wealth Management’s Portfolio
AGZ Stock Details
AGZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-2,544
Closed
-$301K
–
806
2021
Q3
$301K
Sell
2,544
-1,917
-43%
-$228K
0.02%
588
2021
Q2
$528K
Sell
4,461
-303
-6%
-$35.8K
0.03%
516
2021
Q1
$561K
Sell
4,764
-4,202
-47%
-$499K
0.04%
418
2020
Q4
$1.07M
Buy
8,966
+1,141
+15%
+$137K
0.09%
226
2020
Q3
$947K
Buy
7,825
+1,027
+15%
+$125K
0.1%
221
2020
Q2
$823K
Buy
6,798
+2,481
+57%
+$299K
0.11%
199
2020
Q1
$520K
Buy
+4,317
New
+$509K
0.07%
277
2017
Q4
–
Sell
-3
Closed
–
–
1688
2017
Q3
$0
Hold
3
–
–
﹤0.01%
1430
2017
Q2
$0
Hold
3
–
–
﹤0.01%
1406
2017
Q1
$0
Hold
3
–
–
﹤0.01%
1266
2016
Q4
$0
Buy
+3
New
+$341
﹤0.01%
1199
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1-Year Est. Return
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1-Year Est. Return
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$27.4B AUM
24.17%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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