Cetera Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Cetera 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
2023 Q3	–	Sell	-1,922	Closed	-$206K	–	1706
2023 Q2	$206K	Buy	+1,922	New	+$207K	﹤0.01%	1495
2019 Q2	–	Sell	-185	Closed	-$21K	–	939
2019 Q1	$21K	Buy	+185	New	+$20.8K	﹤0.01%	1069

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

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

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cetera Advisors's AGZ Position: Q3 2023 in Review

Cetera Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 1,922 shares — an estimated $206K sold.

Cetera Advisors first reported a position in AGZ in Q1 2019 and held it in 2 quarters. The position peaked at $206K in Q2 2023. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

Cetera Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 1,922 iShares Agency Bond ETF shares in Q3 2023, an estimated $206K.
Cetera Advisors first reported a position in iShares Agency Bond ETF in Q1 2019 and held it in 2 quarters.
Cetera Advisors's iShares Agency Bond ETF position peaked at $206K in Q2 2023.
149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.