TRUE Private Wealth Advisors’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 | $2.7M | Sell |
24,569
-380,380
| -94% | -$41.7M | 0.3% | 56 |
|
|
2025
Q1 | $44.3M | Sell |
404,949
-339,404
| -46% | -$37.1M | 5.38% | 3 |
|
|
2024
Q4 | $80.4M | Sell |
744,353
-7,336
| -1% | -$792K | 9.75% | 2 |
|
|
2024
Q3 | $83M | Buy |
751,689
+399,263
| +113% | +$44.1M | 9.9% | 2 |
|
|
2024
Q2 | $37.9M | Buy |
352,426
+22,844
| +7% | +$2.46M | 4.29% | 6 |
|
|
2024
Q1 | $35.6M | Sell |
329,582
-10,178
| -3% | -$1.1M | 4.08% | 7 |
|
|
2023
Q4 | $36.8M | Buy |
+339,760
| New | +$36.8M | 4.66% | 6 |
|