HGERS
AGZ icon

Householder Group Estate & Retirement Specialist’s iShares Agency Bond ETF AGZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-4
Closed – – 366
2022
Q3 		$0 Buy
+4
New +$437 ﹤0.01% 1075

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 $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AGZ Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 4 shares.

Householder Group Estate & Retirement Specialist first reported a position in AGZ in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4 iShares Agency Bond ETF shares in Q4 2022.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Agency Bond ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares Agency Bond ETF position peaked at $0 in Q3 2022.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.