NFP Retirement Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,440
| Closed | -$588K | – | 278 |
|
|
2024
Q1 | $588K | Buy |
5,440
+2,920
| +116% | +$316K | 0.05% | 167 |
|
|
2023
Q4 | $273K | Sell |
2,520
-2,670
| -51% | -$290K | 0.05% | 203 |
|
|
2023
Q3 | $549K | Sell |
5,190
-1,340
| -21% | -$142K | 0.1% | 138 |
|
|
2023
Q2 | $698K | Sell |
6,530
-5,365
| -45% | -$574K | 0.13% | 119 |
|
|
2023
Q1 | $1.29M | Sell |
11,895
-3,120
| -21% | -$338K | 0.26% | 80 |
|
|
2022
Q4 | $1.6M | Sell |
15,015
-13,520
| -47% | -$1.44M | 0.35% | 65 |
|
|
2022
Q3 | $3.04M | Sell |
28,535
-355
| -1% | -$37.8K | 0.75% | 38 |
|
|
2022
Q2 | $3.18M | Buy |
28,890
+105
| +0.4% | +$11.5K | 0.81% | 36 |
|
|
2022
Q1 | $3.23M | Buy |
+28,785
| New | +$3.23M | 0.77% | 38 |
|