IMA Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

IMA Advisory Services’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	-63	Closed	-$6.67K	–	75
2023 Q3	$6.67K	Hold	63	–	–	﹤0.01%	252
2023 Q2	$6.74K	Buy	63 +4	+7%	+$431	﹤0.01%	257
2023 Q1	$6.39K	Hold	59	–	–	﹤0.01%	255
2022 Q4	$6.28K	Buy	59 +6	+11%	+$638	﹤0.01%	277
2022 Q3	$6K	Hold	53	–	–	﹤0.01%	270
2022 Q2	$6K	Hold	53	–	–	﹤0.01%	278
2022 Q1	$6K	Hold	53	–	–	﹤0.01%	262
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	273
2021 Q3	$6K	Hold	53	–	–	﹤0.01%	247
2021 Q2	$6K	Hold	53	–	–	﹤0.01%	245
2021 Q1	$6K	Hold	53	–	–	﹤0.01%	250
2020 Q4	$6K	Buy	+53	New	+$6.38K	﹤0.01%	240

Other funds holding AGZ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return