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Intercontinental Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$298K Hold
2,786
– – 0.07% 260
2023
Q1 		$302K Buy
+2,786
New +$300K 0.08% 262

Other funds holding AGZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Intercontinental Wealth Advisors's AGZ Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q2 2023 at 2,786 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #260.

Intercontinental Wealth Advisors first reported a position in AGZ in Q1 2023 and has held it in 2 quarters since. The position peaked at $302K in Q1 2023. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,786 shares of iShares Agency Bond ETF worth $298K as of Q2 2023.
  • Intercontinental Wealth Advisors left its iShares Agency Bond ETF share count unchanged in Q2 2023.
  • iShares Agency Bond ETF made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #260 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares Agency Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's iShares Agency Bond ETF position peaked at $302K in Q1 2023.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.