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Meitav Investment House’s iShares Agency Bond ETF AGZ Stock Holding History

Meitav Investment House’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
2024
Q1 		– Sell
-3,504
Closed -$379K – 234
2023
Q4 		$379K Hold
3,504
– – 0.01% 267
2023
Q3 		$370K Sell
3,504
-1,891
-35% -$201K 0.01% 268
2023
Q2 		$577K Sell
5,395
-88
-2% -$9.49K 0.01% 268
2023
Q1 		$599K Sell
5,483
-459
-8% -$49.4K 0.01% 273
2022
Q4 		$632K Sell
5,942
-1,061
-15% -$113K 0.01% 281
2022
Q3 		$746K Buy
+7,003
New +$766K 0.01% 259
2022
Q2 		– Sell
-8,691
Closed -$974K – 337
2022
Q1 		$974K Sell
8,691
-919
-10% -$106K 0.01% 261
2021
Q4 		$1.12M Sell
9,610
-1,897
-16% -$223K 0.02% 242
2021
Q3 		$1.36M Sell
11,507
-726
-6% -$86.4K 0.02% 228
2021
Q2 		$1.45M Buy
12,233
+206
+2% +$24.3K 0.04% 207
2021
Q1 		$1.41K Buy
12,027
+4,113
+52% +$488K 0.04% 186
2020
Q4 		$944K Buy
7,914
+5,435
+219% +$654K 0.04% 179
2020
Q3 		$300K Buy
+2,479
New +$301K 0.01% 331

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Meitav Investment House's AGZ Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Agency Bond ETF (AGZ) in Q1 2024, closing a stake of 3,504 shares — an estimated $379K sold.

Meitav Investment House first reported a position in AGZ in Q3 2020 and held it in 13 quarters. The position peaked at $1.45M in Q2 2021. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2024.

  • Meitav Investment House reported no remaining iShares Agency Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 3,504 iShares Agency Bond ETF shares in Q1 2024, an estimated $379K.
  • Meitav Investment House first reported a position in iShares Agency Bond ETF in Q3 2020 and held it in 13 quarters.
  • Meitav Investment House's iShares Agency Bond ETF position peaked at $1.45M in Q2 2021.
  • 144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.