Larson Financial Group
AGZ icon

Larson Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-2
Closed -$213 – 1548
2022
Q4 		$213 Hold
2
– – ﹤0.01% 1421
2022
Q3 		$0 Buy
+2
New +$219 ﹤0.01% 1288

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James & Associates
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Larson Financial Group's AGZ Position: Q1 2023 in Review

Larson Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q1 2023, closing a stake of 2 shares — an estimated $213 sold.

Larson Financial Group first reported a position in AGZ in Q3 2022 and held it in 2 quarters. The position peaked at $213 in Q4 2022. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2023.

  • Larson Financial Group reported no remaining iShares Agency Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 2 iShares Agency Bond ETF shares in Q1 2023, an estimated $213.
  • Larson Financial Group first reported a position in iShares Agency Bond ETF in Q3 2022 and held it in 2 quarters.
  • Larson Financial Group's iShares Agency Bond ETF position peaked at $213 in Q4 2022.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.