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Grey Fox Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-1,133
Closed -$123K – 111
2023
Q1 		$123K Sell
1,133
-40
-3% -$4.3K 0.07% 123
2022
Q4 		$125K Buy
+1,173
New +$125K 0.08% 115

Other funds holding AGZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Grey Fox Wealth Advisors's AGZ Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2023, closing a stake of 1,133 shares — an estimated $123K sold.

Grey Fox Wealth Advisors first reported a position in AGZ in Q4 2022 and held it in 2 quarters. The position peaked at $125K in Q4 2022. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,133 iShares Agency Bond ETF shares in Q2 2023, an estimated $123K.
  • Grey Fox Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's iShares Agency Bond ETF position peaked at $125K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.