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Advisor Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Advisor Partners’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
2022
Q1 		– Sell
-3,731
Closed -$438K – 880
2021
Q4 		$438K Buy
+3,731
New +$440K 0.03% 549

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return

Advisor Partners's AGZ Position: Q1 2022 in Review

Advisor Partners sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 3,731 shares — an estimated $438K sold.

Advisor Partners first reported a position in AGZ in Q4 2021 and held it in 1 quarter. The position peaked at $438K in Q4 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

  • Advisor Partners reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Partners sold 3,731 iShares Agency Bond ETF shares in Q1 2022, an estimated $438K.
  • Advisor Partners first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 1 quarter.
  • Advisor Partners's iShares Agency Bond ETF position peaked at $438K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.