CFFP
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Center for Financial Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-148
Closed -$15.8K – 522
2023
Q2 		$15.8K Buy
+148
New +$16K ﹤0.01% 334
2020
Q2 		– Sell
-86
Closed -$10K – 449
2020
Q1 		$10K Buy
+86
New +$10.1K ﹤0.01% 318

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mill Creek Capital Advisors
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Raymond James & Associates
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Center for Financial Planning's AGZ Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 148 shares — an estimated $15.8K sold.

Center for Financial Planning first reported a position in AGZ in Q1 2020 and held it in 2 quarters. The position peaked at $15.8K in Q2 2023. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 148 iShares Agency Bond ETF shares in Q3 2023, an estimated $15.8K.
  • Center for Financial Planning first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's iShares Agency Bond ETF position peaked at $15.8K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.