NRI
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NFP Retirement Inc’s iShares Agency Bond ETF AGZ Stock Holding History

NFP Retirement Inc’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
Q2 		– Sell
-5,440
Closed -$588K – 278
2024
Q1 		$588K Buy
5,440
+2,920
+116% +$315K 0.05% 167
2023
Q4 		$273K Sell
2,520
-2,670
-51% -$284K 0.05% 203
2023
Q3 		$549K Sell
5,190
-1,340
-21% -$143K 0.1% 138
2023
Q2 		$698K Sell
6,530
-5,365
-45% -$579K 0.13% 119
2023
Q1 		$1.29M Sell
11,895
-3,120
-21% -$336K 0.26% 80
2022
Q4 		$1.6M Sell
15,015
-13,520
-47% -$1.44M 0.35% 65
2022
Q3 		$3.04M Sell
28,535
-355
-1% -$38.8K 0.75% 38
2022
Q2 		$3.18M Buy
28,890
+105
+0.4% +$11.6K 0.81% 36
2022
Q1 		$3.23M Buy
+28,785
New +$3.31M 0.77% 38

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return