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	–	786
2022 Q3	$96K	Buy	906 +773	+581%	+$84.5K	0.06%	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	–	–	0.02%	451
2021 Q3	$30K	Hold	257	–	–	0.02%	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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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