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Salem Investment Counselors’s iShares Agency Bond ETF AGZ Stock Holding History

Salem Investment Counselors’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
2023
Q2 		– Sell
-6
Closed -$650 – 1152
2023
Q1 		$650 Hold
6
– – ﹤0.01% 1045
2022
Q4 		$639 Buy
+6
New +$638 ﹤0.01% 1015
2016
Q4 		– Sell
-22
Closed -$25 – 673
2016
Q3 		$25 Buy
+22
New +$2.54K ﹤0.01% 478

Other funds holding AGZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Salem Investment Counselors's AGZ Position: Q2 2023 in Review

Salem Investment Counselors sold out of iShares Agency Bond ETF (AGZ) in Q2 2023, closing a stake of 6 shares — an estimated $650 sold.

Salem Investment Counselors first reported a position in AGZ in Q3 2016 and held it in 3 quarters. The position peaked at $650 in Q1 2023. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2023.

  • Salem Investment Counselors reported no remaining iShares Agency Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 6 iShares Agency Bond ETF shares in Q2 2023, an estimated $650.
  • Salem Investment Counselors first reported a position in iShares Agency Bond ETF in Q3 2016 and held it in 3 quarters.
  • Salem Investment Counselors's iShares Agency Bond ETF position peaked at $650 in Q1 2023.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.