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Andina Capital Management’s iShares Agency Bond ETF AGZ Stock Holding History

Andina Capital 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
-39,632
Closed -$4.28M – 115
2024
Q1 		$4.28M Buy
39,632
+5,337
+16% +$576K 3.35% 8
2023
Q4 		$3.72M Buy
+34,295
New +$3.65M 3.2% 12

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
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

Andina Capital Management's AGZ Position: Q2 2024 in Review

Andina Capital Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 39,632 shares — an estimated $4.28M sold.

Andina Capital Management first reported a position in AGZ in Q4 2023 and held it in 2 quarters. The position peaked at $4.28M in Q1 2024. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

  • Andina Capital Management reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Andina Capital Management sold 39,632 iShares Agency Bond ETF shares in Q2 2024, an estimated $4.28M.
  • Andina Capital Management first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 2 quarters.
  • Andina Capital Management's iShares Agency Bond ETF position peaked at $4.28M in Q1 2024.
  • 137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

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