Gradient Investments
AGZ icon

Gradient Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Gradient Investments’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
Q1 		– Sell
-155
Closed -$16.8K – 1248
2023
Q4 		$16.8K Buy
+155
New +$16.5K ﹤0.01% 735
2018
Q4 		– Sell
-170
Closed -$19K – 922
2018
Q3 		$19K Buy
+170
New +$18.9K ﹤0.01% 504

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

Gradient Investments's AGZ Position: Q1 2024 in Review

Gradient Investments sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 155 shares — an estimated $16.8K sold.

Gradient Investments first reported a position in AGZ in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

  • Gradient Investments reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 155 iShares Agency Bond ETF shares in Q1 2024, an estimated $16.8K.
  • Gradient Investments first reported a position in iShares Agency Bond ETF in Q3 2018 and held it in 2 quarters.
  • Gradient Investments's iShares Agency Bond ETF position peaked at $19K in Q3 2018.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.