SFC
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Strategic Financial Concepts’s iShares Agency Bond ETF AGZ Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-24,813
Closed -$228 – 257
2024
Q2 		$228 Buy
+24,813
New +$2.66M ﹤0.01% 709

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Strategic Financial Concepts's AGZ Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares Agency Bond ETF (AGZ) in Q3 2024, closing a stake of 24,813 shares — an estimated $228 sold.

Strategic Financial Concepts first reported a position in AGZ in Q2 2024 and held it in 1 quarter. The position peaked at $228 in Q2 2024. 138 funds tracked by Wall St. Rank hold AGZ as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares Agency Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,813 iShares Agency Bond ETF shares in Q3 2024, an estimated $228.
  • Strategic Financial Concepts first reported a position in iShares Agency Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares Agency Bond ETF position peaked at $228 in Q2 2024.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.