LifePro Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

LifePro Asset Management’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	–	Sell	-2,433	Closed	-$259K	–	106
2023 Q1	$259K	Hold	2,433	–	–	0.19%	91
2022 Q4	$259K	Sell	2,433 -171	-7%	-$18.2K	0.19%	90
2022 Q3	$277K	Sell	2,604 -268	-9%	-$29.3K	0.16%	62
2022 Q2	$316K	Sell	2,872 -273	-9%	-$30.1K	0.16%	88
2022 Q1	$353K	Buy	3,145 +481	+18%	+$55.3K	0.13%	90
2021 Q4	$312K	Sell	2,664 -46	-2%	-$5.42K	0.09%	95
2021 Q3	$321K	Buy	+2,710	New	+$322K	0.1%	73

Other funds holding AGZ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LifePro Asset Management's AGZ Position: Q2 2023 in Review

LifePro Asset Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2023, closing a stake of 2,433 shares — an estimated $259K sold.

LifePro Asset Management first reported a position in AGZ in Q3 2021 and held it in 7 quarters. The position peaked at $353K in Q1 2022. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2023.

LifePro Asset Management reported no remaining iShares Agency Bond ETF position as of Q2 2023 after selling out during the quarter.
LifePro Asset Management sold 2,433 iShares Agency Bond ETF shares in Q2 2023, an estimated $259K.
LifePro Asset Management first reported a position in iShares Agency Bond ETF in Q3 2021 and held it in 7 quarters.
LifePro Asset Management's iShares Agency Bond ETF position peaked at $353K in Q1 2022.
147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2023.

Based on LifePro Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.