Montecito Bank & Trust’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
Q3 | $218K | Buy |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $240K | Buy |
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