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PKS Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

PKS Advisory Services’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
-2,468
Closed -$266K – 245
2024
Q4 		$266K Buy
+2,468
New +$268K 0.07% 201

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Raymond James Financial
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FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

PKS Advisory Services's AGZ Position: Q1 2025 in Review

PKS Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 2,468 shares — an estimated $266K sold.

PKS Advisory Services first reported a position in AGZ in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • PKS Advisory Services reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PKS Advisory Services sold 2,468 iShares Agency Bond ETF shares in Q1 2025, an estimated $266K.
  • PKS Advisory Services first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 1 quarter.
  • PKS Advisory Services's iShares Agency Bond ETF position peaked at $266K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on PKS Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.