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

Gilliland Jeter 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
Q3 		– Sell
-10
Closed -$1.08K – 666
2024
Q2 		$1.08K Buy
+10
New +$1.07K ﹤0.01% 635

Other funds holding AGZ

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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Mill Creek Capital Advisors
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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 $609B AUM 40.19% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Gilliland Jeter Wealth Management's AGZ Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2024, closing a stake of 10 shares — an estimated $1.08K sold.

Gilliland Jeter Wealth Management first reported a position in AGZ in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 138 funds tracked by Wall St. Rank hold AGZ as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Agency Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 10 iShares Agency Bond ETF shares in Q3 2024, an estimated $1.08K.
  • Gilliland Jeter Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's iShares Agency Bond ETF position peaked at $1.08K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.