MWPCG
Measured Wealth Private Client Group’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
6,581
-3,438
| -34% | -$377K | 0.22% | 68 |
|
|
2025
Q1 | $1.1M | Sell |
10,019
-31,350
| -76% | -$3.43M | 0.35% | 40 |
|
|
2024
Q4 | $4.47M | Buy |
41,369
+1,625
| +4% | +$175K | 1.44% | 16 |
|
|
2024
Q3 | $4.39M | Buy |
39,744
+11,445
| +40% | +$1.26M | 1.47% | 14 |
|
|
2024
Q2 | $3.05M | Buy |
28,299
+2,208
| +8% | +$238K | 1.07% | 17 |
|
|
2024
Q1 | $2.82M | Sell |
26,091
-634
| -2% | -$68.5K | 0.98% | 19 |
|
|
2023
Q4 | $2.9M | Sell |
26,725
-768
| -3% | -$83.3K | 1.07% | 17 |
|
|
2023
Q3 | $2.91M | Sell |
27,493
-807
| -3% | -$85.4K | 1.17% | 15 |
|
|
2023
Q2 | $3.03M | Sell |
28,300
-3,556
| -11% | -$380K | 1.15% | 15 |
|
|
2023
Q1 | $3.45M | Sell |
31,856
-1,110
| -3% | -$120K | 1.33% | 16 |
|
|
2022
Q4 | $3.51M | Buy |
32,966
+1,348
| +4% | +$143K | 1.44% | 14 |
|
|
2022
Q3 | $3.37M | Buy |
31,618
+3,738
| +13% | +$398K | 1.49% | 16 |
|
|
2022
Q2 | $3.07M | Sell |
27,880
-19,377
| -41% | -$2.13M | 1.35% | 14 |
|
|
2022
Q1 | $5.31M | Buy |
47,257
+7,500
| +19% | +$842K | 1.95% | 11 |
|
|
2021
Q4 | $4.66M | Buy |
39,757
+5,544
| +16% | +$650K | 1.65% | 12 |
|
|
2021
Q3 | $4.05M | Buy |
+34,213
| New | +$4.05M | 1.56% | 13 |
|
|
2019
Q4 | – | Sell |
-23,468
| Closed | -$2.74M | – | 107 |
|
|
2019
Q3 | $2.74M | Buy |
23,468
+12,551
| +115% | +$1.46M | 1.77% | 11 |
|
|
2019
Q2 | $1.26M | Buy |
10,917
+8,876
| +435% | +$1.02M | 0.73% | 26 |
|
|
2019
Q1 | $232K | Buy |
+2,041
| New | +$232K | 0.14% | 157 |
|