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Beirne Wealth Consulting Services’s iShares Agency Bond ETF AGZ Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-2,070
Closed -$229K – 99
2024
Q3 		$229K Hold
2,070
– – 0.08% 90
2024
Q2 		$223K Hold
2,070
– – 0.09% 90
2024
Q1 		$224K Hold
2,070
– – 0.09% 86
2023
Q4 		$224K Hold
2,070
– – 0.11% 131
2023
Q3 		$221K Hold
2,070
– – 0.18% 82
2023
Q2 		$221K Sell
2,070
-2,500
-55% -$270K 0.18% 82
2023
Q1 		$495K Hold
4,570
– – 0.35% 57
2022
Q4 		$486K Hold
4,570
– – 0.24% 56
2022
Q3 		$487K Buy
+4,570
New +$500K 0.19% 61

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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 $544B AUM 28.31% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Beirne Wealth Consulting Services's AGZ Position: Q4 2024 in Review

Beirne Wealth Consulting Services sold out of iShares Agency Bond ETF (AGZ) in Q4 2024, closing a stake of 2,070 shares — an estimated $229K sold.

Beirne Wealth Consulting Services first reported a position in AGZ in Q3 2022 and held it in 9 quarters. The position peaked at $495K in Q1 2023. 152 funds tracked by Wall St. Rank hold AGZ as of Q4 2024.

  • Beirne Wealth Consulting Services reported no remaining iShares Agency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,070 iShares Agency Bond ETF shares in Q4 2024, an estimated $229K.
  • Beirne Wealth Consulting Services first reported a position in iShares Agency Bond ETF in Q3 2022 and held it in 9 quarters.
  • Beirne Wealth Consulting Services's iShares Agency Bond ETF position peaked at $495K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2024.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2024, filed 31 Jan 2025.