Toth Financial Advisory’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 | $16.5K | Hold |
150
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $16.4K | Hold |
150
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $16.2K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $16.6K | Hold |
150
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $16.1K | Hold |
150
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $16.2K | Hold |
150
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $16.3K | Hold |
150
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $15.9K | Hold |
150
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $16K | Hold |
150
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $16.2K | Sell |
150
-668
| -82% | -$72.3K | ﹤0.01% | 407 |
|
|
2022
Q4 | $87.1K | Hold |
818
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $87K | Sell |
818
-147
| -15% | -$15.6K | 0.02% | 223 |
|
|
2022
Q2 | $106K | Sell |
965
-506
| -34% | -$55.6K | 0.02% | 212 |
|
|
2022
Q1 | $165K | Sell |
1,471
-1,202
| -45% | -$135K | 0.02% | 196 |
|
|
2021
Q4 | $313K | Sell |
2,673
-50
| -2% | -$5.86K | 0.04% | 183 |
|
|
2021
Q3 | $323K | Hold |
2,723
| – | – | 0.05% | 170 |
|
|
2021
Q2 | $322K | Buy |
2,723
+50
| +2% | +$5.91K | 0.05% | 163 |
|
|
2021
Q1 | $315K | Sell |
2,673
-100
| -4% | -$11.8K | 0.05% | 181 |
|
|
2020
Q4 | $332K | Buy |
2,773
+209
| +8% | +$25K | 0.06% | 170 |
|
|
2020
Q3 | $310K | Buy |
2,564
+2,533
| +8,171% | +$306K | 0.06% | 161 |
|
|
2020
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 407 |
|