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Laffer Tengler Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Laffer Tengler Investments’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
-4,413
Closed -$472K – 323
2023
Q2 		$472K Sell
4,413
-968
-18% -$104K 0.13% 138
2023
Q1 		$582K Buy
+5,381
New +$579K 0.16% 131

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Laffer Tengler Investments's AGZ Position: Q3 2023 in Review

Laffer Tengler Investments sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 4,413 shares — an estimated $472K sold.

Laffer Tengler Investments first reported a position in AGZ in Q1 2023 and held it in 2 quarters. The position peaked at $582K in Q1 2023. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

  • Laffer Tengler Investments reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 4,413 iShares Agency Bond ETF shares in Q3 2023, an estimated $472K.
  • Laffer Tengler Investments first reported a position in iShares Agency Bond ETF in Q1 2023 and held it in 2 quarters.
  • Laffer Tengler Investments's iShares Agency Bond ETF position peaked at $582K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.