Tucker Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

Tucker Asset 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
2024 Q3	–	Sell	-5	Closed	-$538	–	1463
2024 Q2	$538	Hold	5	–	–	﹤0.01%	1514
2024 Q1	$540	Hold	5	–	–	﹤0.01%	1498
2023 Q4	$542	Hold	5	–	–	﹤0.01%	1310
2023 Q3	$529	Hold	5	–	–	﹤0.01%	1248
2023 Q2	$535	Hold	5	–	–	﹤0.01%	1029
2023 Q1	$541	Hold	5	–	–	﹤0.01%	1047
2022 Q4	$534	Hold	5	–	–	﹤0.01%	693
2022 Q3	$528	Hold	5	–	–	﹤0.01%	737
2022 Q2	$550	Hold	5	–	–	﹤0.01%	585
2022 Q1	$562	Hold	5	–	–	﹤0.01%	527
2021 Q4	$586	Hold	5	–	–	﹤0.01%	421
2021 Q3	$590	Hold	5	–	–	﹤0.01%	360
2021 Q2	$592	Hold	5	–	–	﹤0.01%	336
2021 Q1	$589	Hold	5	–	–	﹤0.01%	325
2020 Q4	$598	Buy	+5	New	+$602	﹤0.01%	358

Other funds holding AGZ

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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 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

Tucker Asset Management's AGZ Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2024, closing a stake of 5 shares — an estimated $538 sold.

Tucker Asset Management first reported a position in AGZ in Q4 2020 and held it in 15 quarters. The position peaked at $598 in Q4 2020. 138 funds tracked by Wall St. Rank hold AGZ as of Q3 2024.

Tucker Asset Management reported no remaining iShares Agency Bond ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 5 iShares Agency Bond ETF shares in Q3 2024, an estimated $538.
Tucker Asset Management first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 15 quarters.
Tucker Asset Management's iShares Agency Bond ETF position peaked at $598 in Q4 2020.
138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.