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Oxler Private Wealth’s iShares Agency Bond ETF AGZ Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-140
Closed -$13.4K – 100
2022
Q3 		$13.4K Buy
+140
New +$15.3K 0.01% 338

Other funds holding AGZ

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Stifel Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxler Private Wealth's AGZ Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 140 shares — an estimated $13.4K sold.

Oxler Private Wealth first reported a position in AGZ in Q3 2022 and held it in 1 quarter. The position peaked at $13.4K in Q3 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 140 iShares Agency Bond ETF shares in Q4 2022, an estimated $13.4K.
  • Oxler Private Wealth first reported a position in iShares Agency Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Agency Bond ETF position peaked at $13.4K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.