PIS
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POM Investment Strategies’s iShares Agency Bond ETF AGZ Stock Holding History

POM Investment Strategies’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
-57
Closed -$6.15K – 218
2024
Q4 		$6.15K Buy
+57
New +$6.2K ﹤0.01% 206

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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 $619M AUM 29.44% 1-Year Est. Return

POM Investment Strategies's AGZ Position: Q1 2025 in Review

POM Investment Strategies sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 57 shares — an estimated $6.15K sold.

POM Investment Strategies first reported a position in AGZ in Q4 2024 and held it in 1 quarter. The position peaked at $6.15K in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • POM Investment Strategies reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 57 iShares Agency Bond ETF shares in Q1 2025, an estimated $6.15K.
  • POM Investment Strategies first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's iShares Agency Bond ETF position peaked at $6.15K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.