Csenge Advisory Group’s iShares Agency Bond ETF AGZ Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-10,026	Closed	-$1.08M	–	665
2024 Q1	$1.08M	Buy	10,026 +284	+3%	+$30.7K	0.06%	248
2023 Q4	$1.06M	Sell	9,742 -79	-0.8%	-$8.41K	0.07%	224
2023 Q3	$1.04M	Buy	+9,821	New	+$1.05M	0.07%	203
2023 Q2	–	Sell	-9,922	Closed	-$1.07M	–	659
2023 Q1	$1.07M	Buy	+9,922	New	+$1.07M	0.08%	192
2021 Q2	–	Sell	-7,888	Closed	-$930K	–	550
2021 Q1	$930K	Buy	+7,888	New	+$937K	0.1%	167
2020 Q2	–	Sell	-6,770	Closed	-$816K	–	374
2020 Q1	$816K	Buy	+6,770	New	+$799K	0.21%	101

Other funds holding AGZ

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

AAS

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Csenge Advisory Group's AGZ Position: Q2 2024 in Review

Csenge Advisory Group sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 10,026 shares — an estimated $1.08M sold.

Csenge Advisory Group first reported a position in AGZ in Q1 2020 and held it in 6 quarters. The position peaked at $1.08M in Q1 2024. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

Csenge Advisory Group reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
Csenge Advisory Group sold 10,026 iShares Agency Bond ETF shares in Q2 2024, an estimated $1.08M.
Csenge Advisory Group first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 6 quarters.
Csenge Advisory Group's iShares Agency Bond ETF position peaked at $1.08M in Q1 2024.
137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.