AF
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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

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
JIP
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 $609B AUM 40.19% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Advisornet Financial's AGZ Position: Q4 2024 in Review

Advisornet Financial sold out of iShares Agency Bond ETF (AGZ) in Q4 2024, closing a stake of 15 shares — an estimated $1.66K sold.

Advisornet Financial first reported a position in AGZ in Q1 2018 and held it in 16 quarters. The position peaked at $673K in Q1 2020. 152 funds tracked by Wall St. Rank hold AGZ as of Q4 2024.

  • Advisornet Financial reported no remaining iShares Agency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 15 iShares Agency Bond ETF shares in Q4 2024, an estimated $1.66K.
  • Advisornet Financial first reported a position in iShares Agency Bond ETF in Q1 2018 and held it in 16 quarters.
  • Advisornet Financial's iShares Agency Bond ETF position peaked at $673K in Q1 2020.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.