Mason & Associates (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
123,551
-2,381
| -2% | -$261K | 3.13% | 6 |
|
|
2025
Q1 | $13.8M | Sell |
125,932
-37,043
| -23% | -$4.05M | 3.43% | 4 |
|
|
2024
Q4 | $17.6M | Buy |
162,975
+37,945
| +30% | +$4.1M | 4.14% | 4 |
|
|
2024
Q3 | $13.8M | Buy |
125,030
+39,529
| +46% | +$4.36M | 3.44% | 5 |
|
|
2024
Q2 | $9.2M | Buy |
85,501
+6,983
| +9% | +$752K | 2.45% | 8 |
|
|
2024
Q1 | $8.48M | Buy |
+78,518
| New | +$8.48M | 2.26% | 9 |
|