JIP
Jaffetilchin Investment Partners’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
21,002
+2,178
| +12% | +$239K | 0.15% | 107 |
|
|
2025
Q1 | $2.06M | Sell |
18,824
-140,464
| -88% | -$15.4M | 0.15% | 112 |
|
|
2024
Q4 | $17.2M | Buy |
159,288
+6,153
| +4% | +$664K | 1.25% | 20 |
|
|
2024
Q3 | $16.9M | Buy |
153,135
+7,853
| +5% | +$867K | 1.28% | 19 |
|
|
2024
Q2 | $15.6M | Buy |
145,282
+5,938
| +4% | +$639K | 1.34% | 20 |
|
|
2024
Q1 | $15.1M | Buy |
139,344
+17,213
| +14% | +$1.86M | 1.35% | 19 |
|
|
2023
Q4 | $13.2M | Sell |
122,131
-17,597
| -13% | -$1.91M | 1.29% | 18 |
|
|
2023
Q3 | $14.8M | Buy |
139,728
+1,547
| +1% | +$164K | 1.63% | 14 |
|
|
2023
Q2 | $14.8M | Buy |
138,181
+33,734
| +32% | +$3.61M | 1.56% | 15 |
|
|
2023
Q1 | $11.3M | Buy |
+104,447
| New | +$11.3M | 1.28% | 15 |
|