Clearstead Advisors, LLC Ishares Agency Bond ETF Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 218 shares of AGZ stock, worth $24,051. This represents 0.0% of its overall portfolio holdings.

Number of Shares
218
Previous 380 42.63%
Holding current value
$24,051
Previous $41,000 41.46%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$108.74 - $110.41 $17,615 - $17,886
-162 Reduced 42.63%
218 $24,000
Q2 2025

Aug 08, 2025
BUY
$108.32 - $109.92 $41,161 - $41,769
380 New
380 $41,000
Q4 2023

Feb 12, 2024
BUY
$104.8 - $108.56 $10,794 - $11,181
103 New
103 $11,000
Q2 2022

Aug 12, 2022
SELL
$107.21 - $111.93 $40,847 - $42,645
-381 Closed
0 $0
Q1 2022

May 04, 2022
SELL
$112.17 - $116.88 $95,681 - $99,698
-853 Reduced 69.12%
381 $43,000
Q4 2021

Feb 14, 2022
SELL
$117.17 - $118.58 $47,102 - $47,669
-402 Reduced 24.57%
1,234 $145,000
Q3 2021

Nov 12, 2021
BUY
$118.21 - $119.37 $151,545 - $153,032
1,282 Added 362.15%
1,636 $194,000
Q2 2021

Aug 12, 2021
BUY
$117.83 - $118.68 $41,711 - $42,012
354 New
354 $42,000

Others Institutions Holding AGZ

# of Institutions
162
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email