Hill Island Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Hill Island Financial’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 Q3	–	Sell	-5,569	Closed	-$596K	–	54
2023 Q2	$596K	Buy	5,569 +29	+0.5%	+$3.13K	0.23%	36
2023 Q1	$601K	Buy	5,540 +41	+0.7%	+$4.41K	0.24%	36
2022 Q4	$585K	Buy	5,499 +40	+0.7%	+$4.26K	0.25%	37
2022 Q3	$581K	Buy	5,459 +20	+0.4%	+$2.19K	0.27%	31
2022 Q2	$598K	Buy	5,439 +15	+0.3%	+$1.66K	0.27%	31
2022 Q1	$609K	Buy	5,424 +8	+0.1%	+$919	0.22%	32
2021 Q4	$635K	Buy	+5,416	New	+$638K	0.23%	33

Other funds holding AGZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

RJA

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Hill Island Financial's AGZ Position: Q3 2023 in Review

Hill Island Financial sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 5,569 shares — an estimated $596K sold.

Hill Island Financial first reported a position in AGZ in Q4 2021 and held it in 7 quarters. The position peaked at $635K in Q4 2021. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

Hill Island Financial reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
Hill Island Financial sold 5,569 iShares Agency Bond ETF shares in Q3 2023, an estimated $596K.
Hill Island Financial first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 7 quarters.
Hill Island Financial's iShares Agency Bond ETF position peaked at $635K in Q4 2021.
149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on Hill Island Financial's 13F filing for Q3 2023, filed 16 Oct 2023.