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

FLP 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
2025
Q1 		– Sell
-35
Closed -$3.78K – 67
2024
Q4 		$3.78K Buy
+35
New +$3.81K 0.01% 325

Other funds holding AGZ

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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
Mill Creek Capital Advisors
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 22.9% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

FLP Wealth Management's AGZ Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 35 shares — an estimated $3.78K sold.

FLP Wealth Management first reported a position in AGZ in Q4 2024 and held it in 1 quarter. The position peaked at $3.78K in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • FLP Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 35 iShares Agency Bond ETF shares in Q1 2025, an estimated $3.78K.
  • FLP Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's iShares Agency Bond ETF position peaked at $3.78K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.