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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Accel Wealth Management's AGZ Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2023, closing a stake of 266 shares — an estimated $28.8K sold.

Accel Wealth Management first reported a position in AGZ in Q4 2020 and held it in 10 quarters. The position peaked at $32K in Q3 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2023.

Accel Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 266 iShares Agency Bond ETF shares in Q2 2023, an estimated $28.8K.
Accel Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Agency Bond ETF position peaked at $32K in Q3 2021.
147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.