TWM
AGZ icon

TriaGen Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

TriaGen Wealth Management’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
-11,418
Closed -$1.26M – 161
2022
Q2 		$1.26M Buy
11,418
+368
+3% +$40.6K 0.89% 31
2022
Q1 		$1.24M Buy
11,050
+3,243
+42% +$373K 0.64% 56
2021
Q4 		$915K Buy
7,807
+33
+0.4% +$3.89K 0.45% 71
2021
Q3 		$921K Buy
7,774
+422
+6% +$50.2K 0.5% 69
2021
Q2 		$877K Buy
7,352
+4,138
+129% +$489K 0.45% 72
2021
Q1 		$378K Sell
3,214
-102
-3% -$12.1K 0.22% 107
2020
Q4 		$396K Buy
+3,316
New +$399K 0.23% 114

Other funds holding AGZ

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
AssetMark Inc
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Asset Management One
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