Measured Wealth Private Client Group’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
Q2 | $722K | Sell |
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2025
Q1 | $1.1M | Sell |
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2024
Q4 | $4.47M | Buy |
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2024
Q3 | $4.39M | Buy |
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2024
Q2 | $3.05M | Buy |
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2024
Q1 | $2.82M | Sell |
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2023
Q4 | $2.9M | Sell |
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2023
Q3 | $2.91M | Sell |
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2023
Q2 | $3.03M | Sell |
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2023
Q1 | $3.45M | Sell |
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2022
Q4 | $3.51M | Buy |
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2022
Q3 | $3.37M | Buy |
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2022
Q2 | $3.07M | Sell |
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2022
Q1 | $5.31M | Buy |
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2021
Q4 | $4.66M | Buy |
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2021
Q3 | $4.05M | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $2.73M | Buy |
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2019
Q2 | $1.26M | Buy |
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2019
Q1 | $232K | Buy |
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