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Baker Avenue Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-382
Closed -$40.4K – 396
2023
Q3 		$40.4K Buy
+382
New +$40.7K ﹤0.01% 551

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Baker Avenue Asset Management's AGZ Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 382 shares — an estimated $40.4K sold.

Baker Avenue Asset Management first reported a position in AGZ in Q3 2023 and held it in 1 quarter. The position peaked at $40.4K in Q3 2023. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 382 iShares Agency Bond ETF shares in Q4 2023, an estimated $40.4K.
  • Baker Avenue Asset Management first reported a position in iShares Agency Bond ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares Agency Bond ETF position peaked at $40.4K in Q3 2023.
  • 154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.