LAM
AGZ icon

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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $501B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return