NWWA
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New Wave Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-10
Closed -$1.08K – 150
2024
Q4 		$1.08K Buy
+10
New +$1.09K ﹤0.01% 616

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mill Creek Capital Advisors
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

New Wave Wealth Advisors's AGZ Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 10 shares — an estimated $1.08K sold.

New Wave Wealth Advisors first reported a position in AGZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.08K in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 10 iShares Agency Bond ETF shares in Q1 2025, an estimated $1.08K.
  • New Wave Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iShares Agency Bond ETF position peaked at $1.08K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.