Hoxton Planning & Management’s iShares Agency Bond ETF AGZ Stock Holding History

Hoxton Planning & Management’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 Q4	–	Sell	-3,214	Closed	-$340K	–	149
2023 Q3	$340K	Sell	3,214 -1,887	-37%	-$201K	0.22%	90
2023 Q2	$546K	Sell	5,101 -1,341	-21%	-$145K	0.34%	57
2023 Q1	$697K	Sell	6,442 -346	-5%	-$37.2K	0.38%	47
2022 Q4	$722K	Buy	+6,788	New	+$722K	0.38%	50

Other funds holding AGZ

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

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

AAS

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Hoxton Planning & Management's AGZ Position: Q4 2023 in Review

Hoxton Planning & Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 3,214 shares — an estimated $340K sold.

Hoxton Planning & Management first reported a position in AGZ in Q4 2022 and held it in 4 quarters. The position peaked at $722K in Q4 2022. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

Hoxton Planning & Management reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
Hoxton Planning & Management sold 3,214 iShares Agency Bond ETF shares in Q4 2023, an estimated $340K.
Hoxton Planning & Management first reported a position in iShares Agency Bond ETF in Q4 2022 and held it in 4 quarters.
Hoxton Planning & Management's iShares Agency Bond ETF position peaked at $722K in Q4 2022.
154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on Hoxton Planning & Management's 13F filing for Q4 2023, filed 30 Jan 2024.