Florida Financial Advisors’s iShares Interest Rate Hedged US Aggregate Bond ETF AGRH Stock Holding History

Florida Financial Advisors’s Portfolio AGRH Stock Details AGRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,176	Closed	-$342K	–	148
2024 Q1	$342K	Buy	13,176 +4,237	+47%	+$110K	0.25%	73
2023 Q4	$230K	Buy	+8,939	New	+$229K	0.21%	96

Other funds holding AGRH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Florida Financial Advisors's AGRH Position: Q2 2024 in Review

Florida Financial Advisors sold out of iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) in Q2 2024, closing a stake of 13,176 shares — an estimated $342K sold.

Florida Financial Advisors first reported a position in AGRH in Q4 2023 and held it in 2 quarters. The position peaked at $342K in Q1 2024. 6 funds tracked by Wall St. Rank hold AGRH as of Q2 2024.

Florida Financial Advisors reported no remaining iShares Interest Rate Hedged US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Florida Financial Advisors sold 13,176 iShares Interest Rate Hedged US Aggregate Bond ETF shares in Q2 2024, an estimated $342K.
Florida Financial Advisors first reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
Florida Financial Advisors's iShares Interest Rate Hedged US Aggregate Bond ETF position peaked at $342K in Q1 2024.
6 funds tracked by Wall St. Rank held iShares Interest Rate Hedged US Aggregate Bond ETF as of Q2 2024.

Based on Florida Financial Advisors's 13F filing for Q2 2024, filed 10 Jan 2025.