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 $1.16B AUM 36.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP Retirement Inc's AGZ Position: Q2 2024 in Review

NFP Retirement Inc sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 5,440 shares — an estimated $588K sold.

NFP Retirement Inc first reported a position in AGZ in Q1 2022 and held it in 9 quarters. The position peaked at $3.23M in Q1 2022. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

NFP Retirement Inc reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
NFP Retirement Inc sold 5,440 iShares Agency Bond ETF shares in Q2 2024, an estimated $588K.
NFP Retirement Inc first reported a position in iShares Agency Bond ETF in Q1 2022 and held it in 9 quarters.
NFP Retirement Inc's iShares Agency Bond ETF position peaked at $3.23M in Q1 2022.
137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

Based on NFP Retirement Inc's 13F filing for Q2 2024, filed 13 Feb 2025.