McIlrath & Eck’s iShares Agency Bond ETF AGZ Stock Holding History

McIlrath & Eck’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	-16	Closed	-$1.71K	–	885
2023 Q2	$1.71K	Hold	16	–	–	﹤0.01%	794
2023 Q1	$1.73K	Hold	16	–	–	﹤0.01%	795
2022 Q4	$1.7K	Sell	16 -115	-88%	-$12.2K	﹤0.01%	765
2022 Q3	$14K	Hold	131	–	–	﹤0.01%	461
2022 Q2	$14K	Hold	131	–	–	﹤0.01%	439
2022 Q1	$15K	Hold	131	–	–	﹤0.01%	443
2021 Q4	$15K	Hold	131	–	–	﹤0.01%	463
2021 Q3	$16K	Hold	131	–	–	﹤0.01%	430
2021 Q2	$16K	Hold	131	–	–	﹤0.01%	425
2021 Q1	$15K	Hold	131	–	–	0.01%	390
2020 Q4	$16K	Hold	131	–	–	0.01%	333
2020 Q3	$16K	Hold	131	–	–	0.01%	295
2020 Q2	$16K	Hold	131	–	–	0.01%	276
2020 Q1	$16K	Hold	131	–	–	0.01%	225
2019 Q4	$15K	Hold	131	–	–	0.01%	282
2019 Q3	$15K	Hold	131	–	–	0.01%	260
2019 Q2	$15K	Hold	131	–	–	0.01%	242
2019 Q1	$15K	Hold	131	–	–	0.01%	242
2018 Q4	$15K	Buy	+131	New	+$14.5K	0.01%	222

Other funds holding AGZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

McIlrath & Eck's AGZ Position: Q3 2023 in Review

McIlrath & Eck sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 16 shares — an estimated $1.71K sold.

McIlrath & Eck first reported a position in AGZ in Q4 2018 and held it in 19 quarters. The position peaked at $16K in Q3 2021. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

McIlrath & Eck reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
McIlrath & Eck sold 16 iShares Agency Bond ETF shares in Q3 2023, an estimated $1.71K.
McIlrath & Eck first reported a position in iShares Agency Bond ETF in Q4 2018 and held it in 19 quarters.
McIlrath & Eck's iShares Agency Bond ETF position peaked at $16K in Q3 2021.
149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on McIlrath & Eck's 13F filing for Q3 2023, filed 16 Nov 2023.