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

Ameliora 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
Q2 		– Sell
-255
Closed -$27.6K – 184
2024
Q1 		$27.6K Hold
255
– – 0.01% 152
2023
Q4 		$27.6K Hold
255
– – 0.01% 135
2023
Q3 		$27K Hold
255
– – 0.02% 150
2023
Q2 		$27.3K Hold
255
– – 0.02% 143
2023
Q1 		$27.6K Hold
255
– – 0.02% 159
2022
Q4 		$27.1K Buy
+255
New +$27.1K 0.01% 174

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mill Creek Capital Advisors
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameliora Wealth Management's AGZ Position: Q2 2024 in Review

Ameliora Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 255 shares — an estimated $27.6K sold.

Ameliora Wealth Management first reported a position in AGZ in Q4 2022 and held it in 6 quarters. The position peaked at $27.6K in Q4 2023. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

  • Ameliora Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 255 iShares Agency Bond ETF shares in Q2 2024, an estimated $27.6K.
  • Ameliora Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2022 and held it in 6 quarters.
  • Ameliora Wealth Management's iShares Agency Bond ETF position peaked at $27.6K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.