SWP
AGZ icon

Stratos Wealth Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-2,303
Closed -$249K – 1374
2024
Q1 		$249K Sell
2,303
-916
-28% -$98.9K ﹤0.01% 1183
2023
Q4 		$349K Sell
3,219
-186
-5% -$19.8K 0.01% 1009
2023
Q3 		$360K Buy
+3,405
New +$362K 0.01% 939
2020
Q4 		– Sell
-23,303
Closed -$2.82M – 1079
2020
Q3 		$2.82M Sell
23,303
-289
-1% -$35K 0.09% 218
2020
Q2 		$2.86M Sell
23,592
-18,162
-43% -$2.19M 0.1% 209
2020
Q1 		$5.03M Buy
+41,754
New +$4.93M 0.23% 97
2018
Q4 		– Sell
-406
Closed -$45K – 901
2018
Q3 		$45K Buy
+406
New +$45.1K ﹤0.01% 1501
2018
Q2 		– Sell
-693
Closed -$78K – 1007
2018
Q1 		$78K Buy
693
+120
+21% +$13.4K ﹤0.01% 1331
2017
Q4 		$65K Buy
+573
New +$65K ﹤0.01% 1389
2016
Q4 		– Sell
-1,800
Closed -$208K – 720
2016
Q3 		$208K Sell
1,800
-221
-11% -$25.5K 0.01% 615
2016
Q2 		$234K Sell
2,021
-243
-11% -$27.9K 0.02% 520
2016
Q1 		$260K Buy
2,264
+329
+17% +$37.5K 0.02% 446
2015
Q4 		$219K Buy
+1,935
New +$220K 0.02% 494
2015
Q2 		– Sell
-3,070
Closed -$350K – 525
2015
Q1 		$350K Sell
3,070
-2
-0.1% -$228 0.04% 382
2014
Q4 		$347K Buy
+3,072
New +$347K 0.06% 322

Other funds holding AGZ

TPWA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return