Beaumont Financial Advisors, LLC Ishares Agency Bond ETF Transaction History

Beaumont Financial Advisors, LLC

$1.13 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$105.78 - $108.76 $247,736 - $254,715	2,342 New	2,342 $253,000

Others Institutions Holding AGZ

# of Institutions

157

Shares Held

4.67M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

405K
Shares

$44.5 Million
5.63% of portfolio
High Tower Advisors, LLC Chicago, IL

390K
Shares

$42.8 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

373K
Shares

$41 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$31.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.6 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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