EverSource Wealth Advisors
AGZ icon

EverSource Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

EverSource Wealth 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
2024
Q1 		– Sell
-30
Closed -$3.21K – 2898
2023
Q4 		$3.21K Buy
30
+1
+3% +$106 ﹤0.01% 2032
2023
Q3 		$3.09K Hold
29
– – ﹤0.01% 1876
2023
Q2 		$3.1K Buy
+29
New +$3.13K ﹤0.01% 1909
2022
Q3 		– Sell
-590
Closed -$65K – 1960
2022
Q2 		$65K Buy
+590
New +$65.1K 0.02% 524

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
Mill Creek Capital Advisors
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
Raymond James & Associates
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
Avantax Advisory Services
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

EverSource Wealth Advisors's AGZ Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 30 shares — an estimated $3.21K sold.

EverSource Wealth Advisors first reported a position in AGZ in Q2 2022 and held it in 4 quarters. The position peaked at $65K in Q2 2022. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 30 iShares Agency Bond ETF shares in Q1 2024, an estimated $3.21K.
  • EverSource Wealth Advisors first reported a position in iShares Agency Bond ETF in Q2 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's iShares Agency Bond ETF position peaked at $65K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.