AWM
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Able Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-208
Closed -$22.6K – 102
2023
Q4 		$22.6K Buy
+208
New +$22.1K 0.02% 193

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Able Wealth Management's AGZ Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 208 shares — an estimated $22.6K sold.

Able Wealth Management first reported a position in AGZ in Q4 2023 and held it in 1 quarter. The position peaked at $22.6K in Q4 2023. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 208 iShares Agency Bond ETF shares in Q1 2024, an estimated $22.6K.
  • Able Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Agency Bond ETF position peaked at $22.6K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.