Wealth Enhancement Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-229,225
| Closed | -$27.2M | – | 287 |
|
|
2021
Q2 | $27.2M | Buy |
229,225
+9,570
| +4% | +$1.14M | 0.44% | 45 |
|
|
2021
Q1 | $25.9M | Buy |
219,655
+28,477
| +15% | +$3.36M | 0.47% | 43 |
|
|
2020
Q4 | $22.8M | Buy |
191,178
+36,110
| +23% | +$4.31M | 0.52% | 33 |
|
|
2020
Q3 | $18.7M | Buy |
155,068
+11,790
| +8% | +$1.43M | 0.49% | 33 |
|
|
2020
Q2 | $17.4M | Buy |
143,278
+23,693
| +20% | +$2.88M | 0.5% | 34 |
|
|
2020
Q1 | $14.5M | Buy |
119,585
+28,987
| +32% | +$3.5M | 0.52% | 34 |
|
|
2019
Q4 | $10.5M | Buy |
90,598
+13,181
| +17% | +$1.52M | 0.37% | 42 |
|
|
2019
Q3 | $9M | Buy |
77,417
+49,095
| +173% | +$5.7M | 0.36% | 42 |
|
|
2019
Q2 | $3.25M | Buy |
28,322
+20,046
| +242% | +$2.3M | 0.14% | 59 |
|
|
2019
Q1 | $935K | Buy |
8,276
+3,006
| +57% | +$340K | 0.05% | 144 |
|
|
2018
Q4 | $590K | Buy |
5,270
+1,445
| +38% | +$162K | 0.04% | 146 |
|
|
2018
Q3 | $423K | Buy |
3,825
+858
| +29% | +$94.9K | 0.03% | 146 |
|
|
2018
Q2 | $330K | Buy |
+2,967
| New | +$330K | 0.02% | 146 |
|