Smith Salley Wealth Management’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
$2.16M Buy
19,689
+104
+0.5% +$11.4K 0.13% 109
2025
Q1
$2.14M Buy
19,585
+112
+0.6% +$12.3K 0.14% 100
2024
Q4
$2.1M Buy
+19,473
New +$2.1M 0.14% 102