Capital Advantage, Inc. Ishares Agency Bond ETF Transaction History

Capital Advantage, Inc.

$570 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$117.83 - $118.68 $423,598 - $426,654	-3,595 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$115.49 - $116.57 $415,186 - $419,069	3,595 New	3,595 $419,000

Others Institutions Holding AGZ

# of Institutions

152

Shares Held

4.58M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

405K
Shares

$44.4 Million
5.63% of portfolio
High Tower Advisors, LLC Chicago, IL

390K
Shares

$42.7 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

373K
Shares

$40.9 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
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.