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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 $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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 $609B AUM 40.19% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Merit Financial Group's AGZ Position: Q4 2024 in Review

Merit Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q4 2024, closing a stake of 2,680 shares — an estimated $296K sold.

Merit Financial Group first reported a position in AGZ in Q4 2023 and held it in 4 quarters. The position peaked at $493K in Q4 2023. 152 funds tracked by Wall St. Rank hold AGZ as of Q4 2024.

  • Merit Financial Group reported no remaining iShares Agency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Merit Financial Group sold 2,680 iShares Agency Bond ETF shares in Q4 2024, an estimated $296K.
  • Merit Financial Group first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 4 quarters.
  • Merit Financial Group's iShares Agency Bond ETF position peaked at $493K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.