Carmichael Hill & Associates’s iShares Agency Bond ETF AGZ Stock Holding History

Carmichael Hill & Associates’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 Q4	–	Sell	-906	Closed	-$96K	–	783
2022 Q3	$96K	Buy	906 +773	+581%	+$84.5K	0.05%	227
2022 Q2	$15K	Sell	133 -124	-48%	-$13.7K	0.01%	504
2022 Q1	$29K	Hold	257	–	–	0.01%	447
2021 Q4	$30K	Hold	257	–	–	0.01%	451
2021 Q3	$30K	Hold	257	–	–	0.01%	454
2021 Q2	$30K	Buy	257 +124	+93%	+$14.7K	0.02%	454
2021 Q1	$16K	Hold	133	–	–	0.01%	525
2020 Q4	$16K	Hold	133	–	–	0.01%	501
2020 Q3	$16K	Hold	133	–	–	0.01%	453
2020 Q2	$16K	Buy	133 +28	+27%	+$3.38K	0.01%	431
2020 Q1	$13K	Hold	105	–	–	0.01%	421
2019 Q4	$12K	Buy	+105	New	+$12.2K	0.01%	454

Other funds holding AGZ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carmichael Hill & Associates's AGZ Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 906 shares — an estimated $96K sold.

Carmichael Hill & Associates first reported a position in AGZ in Q4 2019 and held it in 12 quarters. The position peaked at $96K in Q3 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

Carmichael Hill & Associates reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 906 iShares Agency Bond ETF shares in Q4 2022, an estimated $96K.
Carmichael Hill & Associates first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 12 quarters.
Carmichael Hill & Associates's iShares Agency Bond ETF position peaked at $96K in Q3 2022.
142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.