WMA
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West Michigan Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

West Michigan Advisors’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
2023
Q3 		– Sell
-2,242
Closed -$240K – 152
2023
Q2 		$240K Sell
2,242
-139
-6% -$15K 0.1% 181
2023
Q1 		$258K Buy
+2,381
New +$256K 0.15% 112

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

West Michigan Advisors's AGZ Position: Q3 2023 in Review

West Michigan Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2023, closing a stake of 2,242 shares — an estimated $240K sold.

West Michigan Advisors first reported a position in AGZ in Q1 2023 and held it in 2 quarters. The position peaked at $258K in Q1 2023. 149 funds tracked by Wall St. Rank hold AGZ as of Q3 2023.

  • West Michigan Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2023 after selling out during the quarter.
  • West Michigan Advisors sold 2,242 iShares Agency Bond ETF shares in Q3 2023, an estimated $240K.
  • West Michigan Advisors first reported a position in iShares Agency Bond ETF in Q1 2023 and held it in 2 quarters.
  • West Michigan Advisors's iShares Agency Bond ETF position peaked at $258K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2023.

Based on West Michigan Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.