EWM
AGZ icon

Executive Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Executive Wealth Management’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
Q4 		$9.38M Buy
86,899
+1,955
+2% +$213K 0.73% 37
2024
Q3 		$9.38M Buy
+84,944
New +$9.3M 0.74% 38
2024
Q2 		– Sell
-79,436
Closed -$8.52M – 124
2024
Q1 		$8.52M Buy
79,436
+7,816
+11% +$844K 0.75% 43
2023
Q4 		$7.77M Sell
71,620
-1,921
-3% -$204K 0.73% 48
2023
Q3 		$7.78M Sell
73,541
-672
-0.9% -$71.5K 0.81% 44
2023
Q2 		$7.94M Sell
74,213
-192
-0.3% -$20.7K 0.82% 39
2023
Q1 		$8.05M Buy
74,405
+35,657
+92% +$3.83M 0.89% 29
2022
Q4 		$4.12M Buy
+38,748
New +$4.12M 0.51% 61

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
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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