Atria Wealth Solutions’s iShares Agency Bond ETF AGZ Stock Holding History

Atria Wealth Solutions’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	-4,610	Closed	-$498K	–	1924
2024 Q1	$498K	Buy	4,610 +40	+0.9%	+$4.32K	0.01%	1270
2023 Q4	$496K	Sell	4,570 -618	-12%	-$65.8K	0.01%	1218
2023 Q3	$549K	Buy	5,188 +2,714	+110%	+$289K	0.01%	1092
2023 Q2	$265K	Sell	2,474 -3,522	-59%	-$380K	﹤0.01%	1518
2023 Q1	$649K	Sell	5,996 -193	-3%	-$20.8K	0.01%	993
2022 Q4	$659K	Sell	6,189 -99	-2%	-$10.5K	0.01%	949
2022 Q3	$670K	Buy	+6,288	New	+$687K	0.01%	883
2022 Q2	–	Sell	-7,566	Closed	-$850K	–	1631
2022 Q1	$850K	Buy	+7,566	New	+$869K	0.01%	797

Other funds holding AGZ

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's AGZ Position: Q2 2024 in Review

Atria Wealth Solutions sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 4,610 shares — an estimated $498K sold.

Atria Wealth Solutions first reported a position in AGZ in Q1 2022 and held it in 8 quarters. The position peaked at $850K in Q1 2022. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

Atria Wealth Solutions reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,610 iShares Agency Bond ETF shares in Q2 2024, an estimated $498K.
Atria Wealth Solutions first reported a position in iShares Agency Bond ETF in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's iShares Agency Bond ETF position peaked at $850K in Q1 2022.
137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.