Cetera Advisor Networks’s iShares Agency Bond ETF AGZ Stock Holding History

Cetera Advisor Networks’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	$622K	Sell	5,758 -4,070	-41%	-$439K	﹤0.01%	1784
2023 Q4	$1.07M	Sell	9,828 -841	-8%	-$89.5K	0.01%	1334
2023 Q3	$1.13M	Sell	10,669 -268	-2%	-$28.5K	0.01%	1204
2023 Q2	$1.17M	Sell	10,937 -4,368	-29%	-$471K	0.01%	1166
2023 Q1	$1.66M	Buy	15,305 +978	+7%	+$105K	0.01%	929
2022 Q4	$1.52M	Buy	14,327 +9,865	+221%	+$1.05M	0.01%	942
2022 Q3	$475K	Buy	4,462 +134	+3%	+$14.6K	0.01%	1315
2022 Q2	$476K	Buy	4,328 +512	+13%	+$56.5K	0.01%	1304
2022 Q1	$429K	Buy	3,816 +1,335	+54%	+$153K	0.01%	1396
2021 Q4	$291K	Buy	+2,481	New	+$292K	﹤0.01%	1628
2020 Q3	–	Sell	-77	Closed	-$9K	–	1271
2020 Q2	$9K	Buy	+77	New	+$9.29K	﹤0.01%	2741

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

MCCA

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

RJA

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

AAS

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

Cetera Advisor Networks's AGZ Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Agency Bond ETF (AGZ) stake by 41% in Q1 2024, selling an estimated $439K and leaving 5,758 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Cetera Advisor Networks first reported a position in AGZ in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2023. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

Cetera Advisor Networks held 5,758 shares of iShares Agency Bond ETF worth $622K as of Q1 2024.
Cetera Advisor Networks sold 4,070 iShares Agency Bond ETF shares in Q1 2024, an estimated $439K.
iShares Agency Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1784 holding.
Cetera Advisor Networks first reported a position in iShares Agency Bond ETF in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's iShares Agency Bond ETF position peaked at $1.66M in Q1 2023.
144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.