MCC
AGZ icon

Money Concepts Capital’s iShares Agency Bond ETF AGZ Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-652
Closed -$69.4K – 516
2022
Q4 		$69.4K Buy
+652
New +$69.4K ﹤0.01% 1124
2022
Q2 		– Sell
-658
Closed -$74K – 1459
2022
Q1 		$74K Buy
+658
New +$75.6K ﹤0.01% 1092
2021
Q1 		$651K Buy
5,531
+609
+12% +$72.3K 0.05% 272
2020
Q4 		$588K Buy
+4,922
New +$593K 0.05% 259

Other funds holding AGZ

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RJA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return