Sound Income Strategies, LLC Ishares Agency Bond ETF Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 11, 2021	BUY	$119.34 - $121.14 $33,534 - $34,040	281 New	281 $34,000
Q2 2020 Jul 13, 2020	SELL	$119.96 - $121.18 $3,118 - $3,150	-26 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	26 New	26 $3,000

Others Institutions Holding AGZ

# of Institutions

151

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.4 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.1 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

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