Creative Planning
AGZ icon

Creative Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Creative 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
2025
Q1 		– Sell
-2,114
Closed -$228K – 3465
2024
Q4 		$228K Buy
+2,114
New +$230K ﹤0.01% 2879
2017
Q3 		– Sell
-8
Closed -$1K – 1920
2017
Q2 		$1K Sell
8
-28
-78% -$3.18K ﹤0.01% 4397
2017
Q1 		$4K Buy
+36
New +$4.06K ﹤0.01% 4025
2016
Q4 		– Sell
-61
Closed -$7K – 4598
2016
Q3 		$7K Sell
61
-211
-78% -$24.4K ﹤0.01% 3701
2016
Q2 		$32K Buy
272
+245
+907% +$28.1K ﹤0.01% 2440
2016
Q1 		$3K Buy
+27
New +$3.08K ﹤0.01% 3779
2015
Q4 		– Sell
-136
Closed -$16K – 4387
2015
Q3 		$16K Buy
+136
New +$15.4K ﹤0.01% 2885
2015
Q1 		– Sell
-125
Closed -$14K – 4192
2014
Q4 		$14K Buy
+125
New +$14.1K ﹤0.01% 2893
2014
Q2 		– Sell
-61
Closed -$7K – 3756
2014
Q1 		$7K Buy
+61
New +$6.8K ﹤0.01% 2906

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return