New Edge Advisors, LLC Ishares Agency Bond ETF Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,766 shares of AGZ stock, worth $636,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,766
Previous 5,746 0.35%
Holding current value
$636,162
Previous $630,000 0.95%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$108.74 - $110.41 $2,174 - $2,208
20 Added 0.35%
5,766 $636,000
Q1 2025

May 15, 2025
BUY
$107.46 - $109.48 $6,662 - $6,787
62 Added 1.09%
5,746 $628,000
Q4 2024

Feb 13, 2025
SELL
$107.68 - $110.37 $20,997 - $21,522
-195 Reduced 3.32%
5,684 $613,000
Q3 2024

Nov 14, 2024
BUY
$107.35 - $110.79 $631,110 - $651,334
5,879 New
5,879 $649,000
Q3 2023

Nov 14, 2023
SELL
$105.72 - $107.32 $10,677 - $10,839
-101 Reduced 92.66%
8 $0
Q1 2023

May 12, 2023
BUY
$105.78 - $108.76 $846 - $870
8 Added 7.92%
109 $11,000
Q4 2022

Feb 14, 2023
BUY
$105.07 - $107.58 $10,612 - $10,865
101 New
101 $10,000

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 New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email