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

Antonetti 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
2023 Q3	$13.3K	Hold	126	–	–	0.02%	188
2023 Q2	$13.5K	Hold	126	–	–	0.02%	200
2023 Q1	$13.6K	Hold	126	–	–	0.02%	201
2022 Q4	$13.4K	Hold	126	–	–	0.02%	200
2022 Q3	$13K	Hold	126	–	–	0.02%	205
2022 Q2	$14K	Hold	126	–	–	0.01%	204
2022 Q1	$14K	Hold	126	–	–	0.01%	227
2021 Q4	$15K	Hold	126	–	–	0.01%	266
2021 Q3	$15K	Buy	+126	New	+$15K	0.01%	273

Other funds holding AGZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCCA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JIP

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Antonetti Capital Management's AGZ Position: Q3 2023 in Review

Antonetti Capital Management held its iShares Agency Bond ETF (AGZ) position steady in Q3 2023 at 126 shares worth $13.3K. The position accounts for 0.02% of the portfolio, ranked #188.

Antonetti Capital Management first reported a position in AGZ in Q3 2021 and has held it in 9 quarters since. The position peaked at $15K in Q4 2021. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

Antonetti Capital Management held 126 shares of iShares Agency Bond ETF worth $13.3K as of Q3 2023.
Antonetti Capital Management left its iShares Agency Bond ETF share count unchanged in Q3 2023.
iShares Agency Bond ETF made up 0.02% of Antonetti Capital Management's portfolio in Q3 2023, its #188 holding.
Antonetti Capital Management first reported a position in iShares Agency Bond ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's iShares Agency Bond ETF position peaked at $15K in Q4 2021.
149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.