Bessemer Group’s iShares Agency Bond ETF AGZ Stock Holding History

Bessemer Group’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 Q1	–	Sell	-53	Closed	-$6K	–	2030
2023 Q4	$6K	Buy	+53	New	+$5.64K	﹤0.01%	1697

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Bessemer Group's AGZ Position: Q1 2024 in Review

Bessemer Group sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 53 shares — an estimated $6K sold.

Bessemer Group first reported a position in AGZ in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

Bessemer Group reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
Bessemer Group sold 53 iShares Agency Bond ETF shares in Q1 2024, an estimated $6K.
Bessemer Group first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 1 quarter.
Bessemer Group's iShares Agency Bond ETF position peaked at $6K in Q4 2023.
144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.