HH
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Hilltop Holdings’s iShares Agency Bond ETF AGZ Stock Holding History

Hilltop Holdings’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
Q4 		– Sell
-1,904
Closed -$210K – 838
2024
Q3 		$210K Sell
1,904
-238
-11% -$26.1K 0.01% 760
2024
Q2 		$231K Sell
2,142
-1,837
-46% -$197K 0.03% 541
2024
Q1 		$430K Sell
3,979
-1,056
-21% -$114K 0.04% 413
2023
Q4 		$546K Sell
5,035
-149
-3% -$15.9K 0.06% 335
2023
Q3 		$548K Sell
5,184
-209
-4% -$22.3K 0.06% 327
2023
Q2 		$577K Sell
5,393
-455
-8% -$49.1K 0.07% 283
2023
Q1 		$633K Sell
5,848
-1,348
-19% -$145K 0.08% 236
2022
Q4 		$766K Sell
7,196
-6,435
-47% -$685K 0.1% 198
2022
Q3 		$1.45M Sell
13,631
-6,493
-32% -$710K 0.2% 115
2022
Q2 		$2.21M Buy
20,124
+4,710
+31% +$520K 0.29% 77
2022
Q1 		$1.73M Buy
15,414
+986
+7% +$113K 0.19% 111
2021
Q4 		$1.69M Buy
14,428
+7,722
+115% +$910K 0.18% 123
2021
Q3 		$794K Buy
6,706
+222
+3% +$26.4K 0.09% 221
2021
Q2 		$768K Sell
6,484
-9
-0.1% -$1.06K 0.09% 230
2021
Q1 		$764K Sell
6,493
-4,964
-43% -$589K 0.1% 201
2020
Q4 		$1.37M Sell
11,457
-3,804
-25% -$458K 0.19% 120
2020
Q3 		$1.85M Sell
15,261
-3,428
-18% -$416K 0.31% 74
2020
Q2 		$2.26M Buy
18,689
+42
+0.2% +$5.07K 0.42% 53
2020
Q1 		$2.25M Sell
18,647
-4,691
-20% -$554K 0.54% 40
2019
Q4 		$2.7M Sell
23,338
-1,336
-5% -$155K 0.5% 49
2019
Q3 		$2.88M Buy
+24,674
New +$2.86M 0.55% 44
2013
Q3 		– Sell
-5,921
Closed -$655K – 202
2013
Q2 		$655K Buy
+5,921
New +$668K 0.44% 61

Other funds holding AGZ

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Hilltop Holdings's AGZ Position: Q4 2024 in Review

Hilltop Holdings sold out of iShares Agency Bond ETF (AGZ) in Q4 2024, closing a stake of 1,904 shares — an estimated $210K sold.

Hilltop Holdings first reported a position in AGZ in Q2 2013 and held it in 22 quarters. The position peaked at $2.88M in Q3 2019. 152 funds tracked by Wall St. Rank hold AGZ as of Q4 2024.

  • Hilltop Holdings reported no remaining iShares Agency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hilltop Holdings sold 1,904 iShares Agency Bond ETF shares in Q4 2024, an estimated $210K.
  • Hilltop Holdings first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 22 quarters.
  • Hilltop Holdings's iShares Agency Bond ETF position peaked at $2.88M in Q3 2019.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2024.

Based on Hilltop Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.