Northwestern Mutual Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$1.19K | – | 3659 |
|
|
2024
Q4 | $1.19K | Sell |
11
-64
| -85% | -$6.96K | ﹤0.01% | 3271 |
|
|
2024
Q3 | $8.29K | Buy |
75
+12
| +19% | +$1.31K | ﹤0.01% | 2741 |
|
|
2024
Q2 | $6.78K | Buy |
+63
| New | +$6.76K | ﹤0.01% | 2775 |
|
|
2024
Q1 | – | Sell |
-105
| Closed | -$11.4K | – | 3564 |
|
|
2023
Q4 | $11.4K | Buy |
+105
| New | +$11.2K | ﹤0.01% | 2579 |
|
|
2023
Q3 | – | Sell |
-43
| Closed | -$4.6K | – | 3273 |
|
|
2023
Q2 | $4.6K | Sell |
43
-31
| -42% | -$3.34K | ﹤0.01% | 2809 |
|
|
2023
Q1 | $8.01K | Sell |
74
-68
| -48% | -$7.31K | ﹤0.01% | 2580 |
|
|
2022
Q4 | $15.1K | Buy |
142
+97
| +216% | +$10.3K | ﹤0.01% | 2353 |
|
|
2022
Q3 | $5K | Buy |
45
+8
| +22% | +$875 | ﹤0.01% | 2668 |
|
|
2022
Q2 | $4K | Buy |
37
+30
| +429% | +$3.31K | ﹤0.01% | 2750 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$804 | ﹤0.01% | 2960 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 3115 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$952 | ﹤0.01% | 2888 |
|
|
2021
Q1 | – | Sell |
-26
| Closed | -$3K | – | 2749 |
|
|
2020
Q4 | $3K | Buy |
+26
| New | +$3.13K | ﹤0.01% | 2443 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$2K | – | 2359 |
|
|
2020
Q1 | $2K | Sell |
15
-57
| -79% | -$6.73K | ﹤0.01% | 2221 |
|
|
2019
Q4 | $8K | Buy |
+72
| New | +$8.35K | ﹤0.01% | 1963 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 2369 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2346 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q1 | $1K | Sell |
7
-15
| -68% | -$1.68K | ﹤0.01% | 2086 |
|
|
2017
Q4 | $2K | Buy |
22
+15
| +214% | +$1.7K | ﹤0.01% | 2059 |
|
|
2017
Q3 | $1K | Buy |
+7
| New | +$797 | ﹤0.01% | 2037 |
|
|
2016
Q1 | – | Sell |
-34
| Closed | -$4K | – | 2110 |
|
|
2015
Q4 | $4K | Buy |
+34
| New | +$3.86K | ﹤0.01% | 1333 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$3K | – | 1658 |
|
|
2015
Q2 | $3K | Buy |
+25
| New | +$2.84K | ﹤0.01% | 1192 |
|
|
2014
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1691 |
|
|
2014
Q3 | $1K | Buy |
+13
| New | +$1.46K | ﹤0.01% | 1236 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$11K | – | 1373 |
|
|
2013
Q3 | $11K | Buy |
100
+87
| +669% | +$9.63K | ﹤0.01% | 843 |
|
|
2013
Q2 | $1K | Buy |
+13
| New | +$1.47K | ﹤0.01% | 1167 |
|
Other funds holding AGZ
TPWA
FA
MCCA
MAC
Northwestern Mutual Wealth Management's AGZ Position: Q1 2025 in Review
Northwestern Mutual Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 11 shares — an estimated $1.19K sold.
Northwestern Mutual Wealth Management first reported a position in AGZ in Q2 2013 and held it in 24 quarters. The position peaked at $15.1K in Q4 2022. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.
- Northwestern Mutual Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 11 iShares Agency Bond ETF shares in Q1 2025, an estimated $1.19K.
- Northwestern Mutual Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 24 quarters.
- Northwestern Mutual Wealth Management's iShares Agency Bond ETF position peaked at $15.1K in Q4 2022.
- 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.