Legacy Financial Group (Iowa)
AGZ icon

Legacy Financial Group (Iowa)’s iShares Agency Bond ETF AGZ Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-498
Closed -$52.7K – 40
2023
Q3 		$52.7K Buy
+498
New +$53K 0.01% 176

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Legacy Financial Group (Iowa)'s AGZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 498 shares — an estimated $52.7K sold.

Legacy Financial Group (Iowa) first reported a position in AGZ in Q3 2023 and held it in 1 quarter. The position peaked at $52.7K in Q3 2023. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 498 iShares Agency Bond ETF shares in Q4 2023, an estimated $52.7K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Agency Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Agency Bond ETF position peaked at $52.7K in Q3 2023.
  • 154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.