Spectrum Management Group’s iShares Agency Bond ETF AGZ Stock Holding History

Spectrum Management Group’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 Q3	$32K	Buy	+300	New	+$32.8K	0.01%	158

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Spectrum Management Group's AGZ Position: Q3 2022 in Review

Spectrum Management Group opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2022: 300 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings.

142 funds tracked by Wall St. Rank hold AGZ as of Q3 2022.

Spectrum Management Group held 300 shares of iShares Agency Bond ETF worth $32K as of Q3 2022.
iShares Agency Bond ETF was a new Spectrum Management Group position in Q3 2022.
iShares Agency Bond ETF made up 0.01% of Spectrum Management Group's portfolio in Q3 2022, its #158 holding.
142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.