J.W. Cole Advisors’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $900K | Sell |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $711K | Buy |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $892K | Buy |
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