Personal Financial Consultants Inc. ADV Acquires Shares of 22,184 iShares Agency Bond ETF (AGZ)

Posted by on Feb 14th, 2019 // No Comments

Personal Financial Consultants Inc. ADV purchased a new stake in iShares Agency Bond ETF (NYSEARCA:AGZ) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 22,184 shares of the company’s stock, valued at approximately $2,487,000. iShares Agency Bond ETF makes up about 2.1% of Personal Financial Consultants Inc. ADV’s investment portfolio, making the stock its 12th biggest holding. Personal Financial Consultants Inc. ADV owned 0.49% of iShares Agency Bond ETF at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Goelzer Investment Management Inc. boosted its stake in shares of iShares Agency Bond ETF by 1.1% during the 4th quarter. Goelzer Investment Management Inc. now owns 9,208 shares of the company’s stock worth $1,032,000 after purchasing an additional 97 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of iShares Agency Bond ETF by 28.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 3,825 shares of the company’s stock worth $423,000 after purchasing an additional 858 shares during the last quarter. Clean Yield Group acquired a new stake in shares of iShares Agency Bond ETF during the 4th quarter worth about $109,000. Keybank National Association OH boosted its stake in shares of iShares Agency Bond ETF by 2.1% during the 3rd quarter. Keybank National Association OH now owns 103,433 shares of the company’s stock worth $11,451,000 after purchasing an additional 2,150 shares during the last quarter. Finally, LPL Financial LLC boosted its stake in shares of iShares Agency Bond ETF by 15.1% during the 3rd quarter. LPL Financial LLC now owns 21,173 shares of the company’s stock worth $2,344,000 after purchasing an additional 2,784 shares during the last quarter.

iShares Agency Bond ETF stock opened at $111.97 on Thursday. iShares Agency Bond ETF has a 12-month low of $109.81 and a 12-month high of $112.71.

The business also recently announced a monthly dividend, which was paid on Thursday, February 7th. Investors of record on Monday, February 4th were given a $0.2374 dividend. The ex-dividend date of this dividend was Friday, February 1st. This is a boost from iShares Agency Bond ETF’s previous monthly dividend of $0.24. This represents a $2.85 annualized dividend and a dividend yield of 2.54%.

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Further Reading: What is Considered a Good Return on Equity (ROE)?

Institutional Ownership by Quarter for iShares Agency Bond ETF (NYSEARCA:AGZ)

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