AWM
AGZ icon

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

Accel 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
2023
Q2 		– Sell
-266
Closed -$28.8K – 189
2023
Q1 		$28.8K Hold
266
– – 0.01% 616
2022
Q4 		$28.3K Hold
266
– – 0.01% 475
2022
Q3 		$28K Hold
266
– – 0.02% 481
2022
Q2 		$29K Hold
266
– – 0.02% 453
2022
Q1 		$30K Hold
266
– – 0.02% 466
2021
Q4 		$31K Hold
266
– – 0.02% 471
2021
Q3 		$32K Hold
266
– – 0.02% 403
2021
Q2 		$31K Hold
266
– – 0.02% 430
2021
Q1 		$31K Hold
266
– – 0.03% 407
2020
Q4 		$32K Buy
+266
New +$32K 0.03% 388

Other funds holding AGZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return