Mason & Associates Inc AGZ Holdings History
Mason & Associates Inc's iShares Agency Bond ETF Holding Summary
As of 2025-03-31, Mason & Associates Inc held 125,932.00 shares of iShares Agency Bond ETF(AGZ), totaling $13.78 Mil. This investment constitutes 3.43% of their stock portfolio, and Mason & Associates Inc now holds 2.15% of the outstanding iShares Agency Bond ETF(AGZ) stock.
The initial trade took place in 2024Q1. And since then Mason & Associates Inc has made 4 purchases of AGZ, at an average price of $108.49, for a total of 162,975.00 shares. In addition, there have been 1 sales at an average price of $108.57 for 37,043.00 shares. Based on historical transaction data and AGZ's current price of $109.01, Mason & Associates Inc's estimated gain on his AGZ holdings is $67,702.49, reflecting a 0.38% gain to date.
Mason & Associates Inc AGZ ($109.01) Holding Chart
Mason & Associates Inc AGZ ($109.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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