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Stokes Family Office’s iShares Agency Bond ETF AGZ Stock Holding History

Stokes Family Office’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 		– Sell
-2,680
Closed -$295K – 273
2022
Q2 		$295K Buy
+2,680
New +$296K 0.04% 209

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Stokes Family Office's AGZ Position: Q3 2022 in Review

Stokes Family Office sold out of iShares Agency Bond ETF (AGZ) in Q3 2022, closing a stake of 2,680 shares — an estimated $295K sold.

Stokes Family Office first reported a position in AGZ in Q2 2022 and held it in 1 quarter. The position peaked at $295K in Q2 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q3 2022.

  • Stokes Family Office reported no remaining iShares Agency Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stokes Family Office sold 2,680 iShares Agency Bond ETF shares in Q3 2022, an estimated $295K.
  • Stokes Family Office first reported a position in iShares Agency Bond ETF in Q2 2022 and held it in 1 quarter.
  • Stokes Family Office's iShares Agency Bond ETF position peaked at $295K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2022.

Based on Stokes Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.