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Laurel Wealth Advisors (California)’s iShares Agency Bond ETF AGZ Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q3 		– Sell
-5,170
Closed -$569K – 616
2022
Q2 		$569K Buy
+5,170
New +$570K 0.06% 329

Other funds holding AGZ

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AGZ Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Agency Bond ETF (AGZ) in Q3 2022, closing a stake of 5,170 shares — an estimated $569K sold.

Laurel Wealth Advisors (California) first reported a position in AGZ in Q2 2022 and held it in 1 quarter. The position peaked at $569K in Q2 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining iShares Agency Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,170 iShares Agency Bond ETF shares in Q3 2022, an estimated $569K.
  • Laurel Wealth Advisors (California) first reported a position in iShares Agency Bond ETF in Q2 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares Agency Bond ETF position peaked at $569K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.