IMA Advisory Services’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
2023
Q4
Sell
-63
Closed -$6.67K 75
2023
Q3
$6.67K Hold
63
﹤0.01% 252
2023
Q2
$6.74K Buy
63
+4
+7% +$428 ﹤0.01% 257
2023
Q1
$6.39K Hold
59
﹤0.01% 255
2022
Q4
$6.28K Buy
59
+6
+11% +$639 ﹤0.01% 277
2022
Q3
$6K Hold
53
﹤0.01% 270
2022
Q2
$6K Hold
53
﹤0.01% 278
2022
Q1
$6K Hold
53
﹤0.01% 262
2021
Q4
$6K Hold
53
﹤0.01% 273
2021
Q3
$6K Hold
53
﹤0.01% 247
2021
Q2
$6K Hold
53
﹤0.01% 245
2021
Q1
$6K Hold
53
﹤0.01% 250
2020
Q4
$6K Buy
+53
New +$6K ﹤0.01% 240