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 $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

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 $495B AUM 43.24% 1-Year Est. Return

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

IMA Advisory Services's AGZ Position: Q4 2023 in Review

IMA Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q4 2023, closing a stake of 63 shares — an estimated $6.67K sold.

IMA Advisory Services first reported a position in AGZ in Q4 2020 and held it in 12 quarters. The position peaked at $6.74K in Q2 2023. 154 funds tracked by Wall St. Rank hold AGZ as of Q4 2023.

IMA Advisory Services reported no remaining iShares Agency Bond ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 63 iShares Agency Bond ETF shares in Q4 2023, an estimated $6.67K.
IMA Advisory Services first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 12 quarters.
IMA Advisory Services's iShares Agency Bond ETF position peaked at $6.74K in Q2 2023.
154 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.