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Howe & Rusling’s iShares Agency Bond ETF AGZ Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-106
Closed -$11.5K – 364
2024
Q1 		$11.5K Buy
106
+76
+253% +$8.21K ﹤0.01% 337
2023
Q4 		$3.25K Hold
30
– – ﹤0.01% 352
2023
Q3 		$3.17K Hold
30
– – ﹤0.01% 307
2023
Q2 		$3.21K Sell
30
-127
-81% -$13.7K ﹤0.01% 317
2023
Q1 		$17K Buy
+157
New +$16.9K ﹤0.01% 268
2015
Q3 		– Sell
-100
Closed -$11K – 1025
2015
Q2 		$11K Hold
100
– – ﹤0.01% 494
2015
Q1 		$11K Hold
100
– – ﹤0.01% 475
2014
Q4 		$11K Hold
100
– – ﹤0.01% 482
2014
Q3 		$11K Buy
+100
New +$11.2K ﹤0.01% 474
2014
Q1 		– Sell
-100
Closed -$11K – 845
2013
Q4 		$11K Sell
100
-10
-9% -$1.11K ﹤0.01% 477
2013
Q3 		$12K Hold
110
– – ﹤0.01% 559
2013
Q2 		$12K Buy
+110
New +$12.4K ﹤0.01% 571

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $94.2B AUM 21.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return