FAM
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Family Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

Family Asset 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
2023
Q4 		– Sell
-20
Closed -$2.12K – 188
2023
Q3 		$2.12K Sell
20
-5,501
-100% -$586K ﹤0.01% 166
2023
Q2 		$591K Sell
5,521
-2,456
-31% -$265K 0.4% 53
2023
Q1 		$863K Buy
+7,977
New +$858K 0.63% 43

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Family Asset Management's AGZ Position: Q4 2023 in Review

Family Asset Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 20 shares — an estimated $2.12K sold.

Family Asset Management first reported a position in AGZ in Q1 2023 and held it in 3 quarters. The position peaked at $863K in Q1 2023. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

  • Family Asset Management reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Family Asset Management sold 20 iShares Agency Bond ETF shares in Q4 2023, an estimated $2.12K.
  • Family Asset Management first reported a position in iShares Agency Bond ETF in Q1 2023 and held it in 3 quarters.
  • Family Asset Management's iShares Agency Bond ETF position peaked at $863K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.