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Continuum Advisory’s iShares Agency Bond ETF AGZ Stock Holding History

Continuum Advisory’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 		– Sell
-2,763
Closed -$300K – 1699
2023
Q4 		$300K Sell
2,763
-251
-8% -$26.7K 0.04% 369
2023
Q3 		$319K Buy
+3,014
New +$321K 0.05% 349
2023
Q2 		– Sell
-2,897
Closed -$314K – 447
2023
Q1 		$314K Buy
+2,897
New +$312K 0.05% 345

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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
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
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Continuum Advisory's AGZ Position: Q1 2024 in Review

Continuum Advisory sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 2,763 shares — an estimated $300K sold.

Continuum Advisory first reported a position in AGZ in Q1 2023 and held it in 3 quarters. The position peaked at $319K in Q3 2023. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

  • Continuum Advisory reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Continuum Advisory sold 2,763 iShares Agency Bond ETF shares in Q1 2024, an estimated $300K.
  • Continuum Advisory first reported a position in iShares Agency Bond ETF in Q1 2023 and held it in 3 quarters.
  • Continuum Advisory's iShares Agency Bond ETF position peaked at $319K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Continuum Advisory's 13F filing for Q1 2024, filed 13 May 2024.