IWC
AGZ icon

Integrated Wealth Concepts’s iShares Agency Bond ETF AGZ Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-2,350
Closed -$251K – 1558
2023
Q2 		$251K Buy
2,350
+3
+0.1% +$324 ﹤0.01% 1313
2023
Q1 		$254K Buy
+2,347
New +$252K 0.01% 1135

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HighTower Advisors
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MCCA
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RJA
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JIP
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Asset Management One
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Ameriprise
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KeyBank National Association
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return