WAM
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Wealthspire Advisors (Maryland)’s iShares Agency Bond ETF AGZ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18
Closed -$2K – 499
2019
Q1 		$2K Hold
18
– – ﹤0.01% 2111
2018
Q4 		$2K Hold
18
– – ﹤0.01% 2043
2018
Q3 		$2K Hold
18
– – ﹤0.01% 2121
2018
Q2 		$2K Hold
18
– – ﹤0.01% 2112
2018
Q1 		$2K Hold
18
– – ﹤0.01% 2125
2017
Q4 		$2K Buy
+18
New +$2.04K ﹤0.01% 2081
2017
Q1 		– Sell
-11
Closed -$1K – 1910
2016
Q4 		$1K Hold
11
– – ﹤0.01% 1611
2016
Q3 		$1K Hold
11
– – ﹤0.01% 1610
2016
Q2 		$1K Hold
11
– – ﹤0.01% 1579
2016
Q1 		$1K Hold
11
– – ﹤0.01% 1618
2015
Q4 		$1K Buy
+11
New +$1.25K ﹤0.01% 1584

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