Narus Financial Partners’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 | $452K | Sell |
4,117
-814
| -17% | -$89.3K | 0.14% | 90 |
|
|
2025
Q1 | $540K | Sell |
4,931
-350
| -7% | -$38.3K | 0.18% | 76 |
|
|
2024
Q4 | $570K | Buy |
5,281
+1,310
| +33% | +$141K | 0.19% | 71 |
|
|
2024
Q3 | $438K | Sell |
3,971
-4
| -0.1% | -$442 | 0.16% | 90 |
|
|
2024
Q2 | $428K | Sell |
3,975
-390
| -9% | -$42K | 0.17% | 85 |
|
|
2024
Q1 | $472K | Sell |
4,365
-566
| -11% | -$61.2K | 0.2% | 78 |
|
|
2023
Q4 | $535K | Sell |
4,931
-342
| -6% | -$37.1K | 0.26% | 65 |
|
|
2023
Q3 | $558K | Buy |
5,273
+10
| +0.2% | +$1.06K | 0.29% | 60 |
|
|
2023
Q2 | $563K | Buy |
5,263
+161
| +3% | +$17.2K | 0.29% | 59 |
|
|
2023
Q1 | $552K | Buy |
5,102
+381
| +8% | +$41.2K | 0.3% | 63 |
|
|
2022
Q4 | $502K | Sell |
4,721
-1,491
| -24% | -$159K | 0.29% | 60 |
|
|
2022
Q3 | $662K | Buy |
6,212
+763
| +14% | +$81.3K | 0.42% | 43 |
|
|
2022
Q2 | $599K | Sell |
5,449
-7
| -0.1% | -$770 | 0.38% | 49 |
|
|
2022
Q1 | $613K | Buy |
+5,456
| New | +$613K | 0.34% | 50 |
|