Advisornet Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-15	Closed	-$1.66K	–	1972
2024 Q3	$1.66K	Hold	15	–	–	﹤0.01%	1806
2024 Q2	$1.61K	Hold	15	–	–	﹤0.01%	1677
2024 Q1	$1.62K	Hold	15	–	–	﹤0.01%	1632
2023 Q4	$1.63K	Hold	15	–	–	﹤0.01%	1767
2023 Q3	$1.59K	Hold	15	–	–	﹤0.01%	1699
2023 Q2	$1.6K	Hold	15	–	–	﹤0.01%	1773
2023 Q1	$1.62K	Buy	+15	New	+$1.61K	﹤0.01%	1761
2020 Q4	–	Sell	-42	Closed	-$5K	–	1654
2020 Q3	$5K	Sell	42 -2,965	-99%	-$360K	﹤0.01%	1405
2020 Q2	$364K	Sell	3,007 -2,572	-46%	-$310K	0.03%	396
2020 Q1	$673K	Buy	5,579 +946	+20%	+$112K	0.06%	250
2019 Q4	$535K	Buy	4,633 +1,297	+39%	+$150K	0.05%	318
2019 Q3	$389K	Buy	3,336 +1,453	+77%	+$168K	0.04%	375
2019 Q2	$217K	Buy	1,883 +1,660	+744%	+$189K	0.02%	433
2019 Q1	$25K	Buy	223 +197	+758%	+$22.1K	﹤0.01%	931
2018 Q4	$3K	Buy	+26	New	+$2.88K	﹤0.01%	1291
2018 Q2	–	Sell	-23	Closed	-$3K	–	1564
2018 Q1	$3K	Buy	+23	New	+$2.57K	﹤0.01%	1261

Other funds holding AGZ

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return