AWM
AGZ icon

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

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HighTower Advisors
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FA
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RJA
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MCCA
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AAS
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JIP
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Bank of New York Mellon
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return