Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.6K | Hold |
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|
2025
Q2 | $48.4K | Hold |
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|
2025
Q1 | $48.3K | Hold |
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|
2024
Q4 | $47.6K | Hold |
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|
2024
Q3 | $48.7K | Hold |
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|
2024
Q2 | $47.5K | Hold |
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|
2024
Q1 | $47.6K | Hold |
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|
2023
Q4 | $47.8K | Hold |
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|
2023
Q3 | $46.7K | Hold |
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|
2023
Q2 | $47.2K | Hold |
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|
2023
Q1 | $47.7K | Sell |
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|
2022
Q4 | $51.5K | Sell |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $161K | Sell |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $203K | Hold |
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|
2020
Q2 | $203K | Hold |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $168K | Sell |
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|
2019
Q3 | $174K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $369K | Sell |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $407K | Buy |
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|
2017
Q2 | $65K | Buy |
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