MFG
AGZ icon

Merit Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Merit Financial Group’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
Q4 		– Sell
-2,680
Closed -$296K – 1150
2024
Q3 		$296K Hold
2,680
– – 0.01% 674
2024
Q2 		$288K Sell
2,680
-1,040
-28% -$112K 0.01% 745
2024
Q1 		$398K Sell
3,720
-828
-18% -$89.4K 0.01% 614
2023
Q4 		$493K Buy
+4,548
New +$484K 0.02% 502

Other funds holding AGZ

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return