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Hazlett, Burt & Watson’s iShares Agency Bond ETF AGZ Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-41
Closed -$4K – 868
2025
Q2 		$4K Hold
41
– – ﹤0.01% 678
2025
Q1 		$4K Hold
41
– – ﹤0.01% 664
2024
Q4 		$4K Hold
41
– – ﹤0.01% 632
2024
Q3 		$5K Sell
41
-49
-54% -$5.37K ﹤0.01% 589
2024
Q2 		$10K Hold
90
– – 0.01% 519
2024
Q1 		$10K Hold
90
– – 0.01% 514
2023
Q4 		$10K Hold
90
– – 0.01% 489
2023
Q3 		$10K Hold
90
– – 0.01% 495
2023
Q2 		$10K Hold
90
– – 0.01% 472
2023
Q1 		$10K Hold
90
– – 0.01% 446
2022
Q4 		$10K Hold
90
– – 0.01% 451
2022
Q3 		$10K Hold
90
– – 0.01% 449
2022
Q2 		$10K Hold
90
– – 0.01% 452
2022
Q1 		$10K Buy
+90
New +$10.3K 0.01% 469

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 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 $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return