CAPTRUST Financial Advisors
AGZ icon

CAPTRUST Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-716
Closed -$79K – 2107
2022
Q2 		$79K Hold
716
– – ﹤0.01% 2383
2022
Q1 		$80K Hold
716
– – ﹤0.01% 2436
2021
Q4 		$84K Buy
716
+35
+5% +$4.12K ﹤0.01% 2292
2021
Q3 		$81K Buy
681
+436
+178% +$51.9K ﹤0.01% 2236
2021
Q2 		$29K Buy
+245
New +$29K ﹤0.01% 2853
2018
Q2 		– Sell
-42
Closed -$5K – 1502
2018
Q1 		$5K Hold
42
– – ﹤0.01% 1154
2017
Q4 		$5K Hold
42
– – ﹤0.01% 1114
2017
Q3 		$5K Hold
42
– – ﹤0.01% 484
2017
Q2 		$5K Buy
+42
New +$4.77K ﹤0.01% 239
2016
Q2 		– Sell
-159
Closed -$18K – 79
2016
Q1 		$18K Buy
159
+34
+27% +$3.88K ﹤0.01% 152
2015
Q4 		$14K Buy
+125
New +$14.2K ﹤0.01% 168

Other funds holding AGZ

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return