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Dynamic Advisor Solutions’s iShares Agency Bond ETF AGZ Stock Holding History

Dynamic Advisor Solutions’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
-2,803
Closed -$303K – 849
2024
Q4 		$303K Sell
2,803
-80
-3% -$8.7K 0.01% 534
2024
Q3 		$318K Sell
2,883
-12
-0.4% -$1.31K 0.01% 729
2024
Q2 		$312K Sell
2,895
-212
-7% -$22.7K 0.01% 755
2024
Q1 		$336K Sell
3,107
-453
-13% -$48.9K 0.01% 723
2023
Q4 		$384K Buy
3,560
+750
+27% +$79.8K 0.01% 645
2023
Q3 		$297K Hold
2,810
– – 0.01% 659
2023
Q2 		$301K Sell
2,810
-25
-0.9% -$2.7K 0.02% 627
2023
Q1 		$307K Sell
2,835
-27
-0.9% -$2.9K 0.02% 585
2022
Q4 		$305K Buy
2,862
+122
+4% +$13K 0.02% 550
2022
Q3 		$292K Buy
2,740
+30
+1% +$3.28K 0.02% 535
2022
Q2 		$298K Buy
2,710
+58
+2% +$6.4K 0.02% 530
2022
Q1 		$298K Sell
2,652
-200
-7% -$23K 0.02% 558
2021
Q4 		$334K Buy
2,852
+209
+8% +$24.6K 0.02% 531
2021
Q3 		$313K Buy
2,643
+10
+0.4% +$1.19K 0.02% 564
2021
Q2 		$312K Buy
2,633
+320
+14% +$37.8K 0.02% 532
2021
Q1 		$272K Hold
2,313
– – 0.03% 522
2020
Q4 		$277K Buy
2,313
+34
+1% +$4.09K 0.03% 514
2020
Q3 		$276K Buy
2,279
+28
+1% +$3.4K 0.03% 450
2020
Q2 		$273K Buy
+2,251
New +$272K 0.04% 402

Other funds holding AGZ

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Dynamic Advisor Solutions's AGZ Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 2,803 shares — an estimated $303K sold.

Dynamic Advisor Solutions first reported a position in AGZ in Q2 2020 and held it in 19 quarters. The position peaked at $384K in Q4 2023. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • Dynamic Advisor Solutions reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,803 iShares Agency Bond ETF shares in Q1 2025, an estimated $303K.
  • Dynamic Advisor Solutions first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 19 quarters.
  • Dynamic Advisor Solutions's iShares Agency Bond ETF position peaked at $384K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.