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

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

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

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

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 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

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

Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return