WealthShield Partners’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $14.4K | Hold |
|
|||||
|
2023
Q4 | $14.4K | Sell |
|
|||||
|
2023
Q3 | $355K | Sell |
|
|||||
|
2023
Q2 | $435K | Hold |
|
|||||
|
2023
Q1 | $440K | Sell |
|
|||||
|
2022
Q4 | $518K | Sell |
|
|||||
|
2022
Q3 | $540K | Hold |
|
|||||
|
2022
Q2 | $557K | Hold |
|
|||||
|
2022
Q1 | $569K | Sell |
|
|||||
|
2021
Q4 | $615K | Buy |
|
|||||
|
2021
Q3 | $605K | Buy |
|
|||||
|
2021
Q2 | $601K | Buy |
|
|||||
|
2021
Q1 | $6K | Sell |
|
|||||
|
2020
Q4 | $625K | Sell |
|
|||||
|
2020
Q3 | $634K | Sell |
|
|||||
|
2020
Q2 | $703K | Sell |
|
|||||
|
2020
Q1 | $702K | Sell |
|
|||||
|
2019
Q4 | $688K | Sell |
|
|||||
|
2019
Q3 | $748K | Buy |
|
|||||
|
2019
Q2 | $719K | Hold |
|
|||||
|
2019
Q1 | $709K | Sell |
|
|||||
|
2018
Q4 | $733K | Hold |
|
|||||
|
2018
Q3 | $724K | Sell |
|
|||||
|
2018
Q2 | $3.87M | Buy |
|
|||||
|
2018
Q1 | $928K | Sell |
|
|||||
|
2017
Q4 | $971K | Buy |
|