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Pin Oak Investment Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Pin Oak Investment 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
-90
Closed -$10K – 447
2024
Q4 		$10K Hold
90
– – 0.01% 339
2024
Q3 		$9K Hold
90
– – 0.01% 348
2024
Q2 		$10K Hold
90
– – 0.01% 327
2024
Q1 		$10K Sell
90
-20
-18% -$2.16K 0.01% 325
2023
Q4 		$12K Hold
110
– – 0.01% 304
2023
Q3 		$12K Hold
110
– – 0.01% 299
2023
Q2 		$12K Buy
+110
New +$11.9K 0.01% 298

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Pin Oak Investment Advisors's AGZ Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 90 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in AGZ in Q2 2023 and held it in 7 quarters. The position peaked at $12K in Q4 2023. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 90 iShares Agency Bond ETF shares in Q1 2025, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in iShares Agency Bond ETF in Q2 2023 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares Agency Bond ETF position peaked at $12K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.