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WealthShield Partners’s iShares Agency Bond ETF AGZ Stock Holding History

WealthShield 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
-133
Closed -$14.4K – 468
2024
Q1 		$14.4K Hold
133
– – ﹤0.01% 412
2023
Q4 		$14.4K Sell
133
-3,223
-96% -$343K ﹤0.01% 426
2023
Q3 		$355K Sell
3,356
-712
-18% -$75.8K 0.05% 235
2023
Q2 		$435K Hold
4,068
– – 0.07% 215
2023
Q1 		$440K Sell
4,068
-799
-16% -$85.9K 0.07% 217
2022
Q4 		$518K Sell
4,867
-201
-4% -$21.4K 0.1% 190
2022
Q3 		$540K Hold
5,068
– – 0.11% 187
2022
Q2 		$557K Hold
5,068
– – 0.11% 186
2022
Q1 		$569K Sell
5,068
-181
-3% -$20.8K 0.09% 217
2021
Q4 		$615K Buy
5,249
+147
+3% +$17.3K 0.1% 174
2021
Q3 		$605K Buy
5,102
+25
+0.5% +$2.97K 0.16% 124
2021
Q2 		$601K Buy
5,077
+5,027
+10,054% +$594K 0.09% 148
2021
Q1 		$6K Sell
50
-5,179
-99% -$615K ﹤0.01% 911
2020
Q4 		$625K Sell
5,229
-8
-0.2% -$963 0.12% 144
2020
Q3 		$634K Sell
5,237
-567
-10% -$68.7K 0.22% 102
2020
Q2 		$703K Sell
5,804
-20
-0.3% -$2.41K 0.32% 72
2020
Q1 		$702K Sell
5,824
-126
-2% -$14.9K 0.43% 57
2019
Q4 		$688K Sell
5,950
-470
-7% -$54.5K 0.34% 61
2019
Q3 		$748K Buy
6,420
+181
+3% +$21K 0.4% 55
2019
Q2 		$719K Hold
6,239
– – 0.42% 52
2019
Q1 		$709K Sell
6,239
-302
-5% -$33.9K 0.4% 56
2018
Q4 		$733K Hold
6,541
– – 0.5% 40
2018
Q3 		$724K Sell
6,541
-50,677
-89% -$5.63M 0.41% 45
2018
Q2 		$3.87M Buy
57,218
+48,935
+591% +$5.44M 2.36% 9
2018
Q1 		$928K Sell
8,283
-320
-4% -$35.8K 0.59% 34
2017
Q4 		$971K Buy
+8,603
New +$975K 0.59% 30

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 $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 $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's AGZ Position: Q2 2024 in Review

WealthShield Partners sold out of iShares Agency Bond ETF (AGZ) in Q2 2024, closing a stake of 133 shares — an estimated $14.4K sold.

WealthShield Partners first reported a position in AGZ in Q4 2017 and held it in 26 quarters. The position peaked at $3.87M in Q2 2018. 137 funds tracked by Wall St. Rank hold AGZ as of Q2 2024.

  • WealthShield Partners reported no remaining iShares Agency Bond ETF position as of Q2 2024 after selling out during the quarter.
  • WealthShield Partners sold 133 iShares Agency Bond ETF shares in Q2 2024, an estimated $14.4K.
  • WealthShield Partners first reported a position in iShares Agency Bond ETF in Q4 2017 and held it in 26 quarters.
  • WealthShield Partners's iShares Agency Bond ETF position peaked at $3.87M in Q2 2018.
  • 137 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2024.

Based on WealthShield Partners's 13F filing for Q2 2024, filed 26 Jul 2024.