Advisors Preferred’s iShares Agency Bond ETF AGZ Stock Holding History

Advisors Preferred’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
2021 Q3	–	Sell	-3,539	Closed	-$418K	–	179
2021 Q2	$418K	Buy	+3,539	New	+$418K	0.04%	115
2020 Q3	–	Sell	-2,815	Closed	-$340K	–	139
2020 Q2	$340K	Buy	+2,815	New	+$340K	0.09%	57
2016 Q1	–	Sell	-153	Closed	-$17K	–	215
2015 Q4	$17K	Sell	153 -114	-43%	-$12.9K	0.01%	150
2015 Q3	$30K	Buy	+267	New	+$30.3K	0.03%	84

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Preferred's AGZ Position: Q3 2021 in Review

Advisors Preferred sold out of iShares Agency Bond ETF (AGZ) in Q3 2021, closing a stake of 3,539 shares — an estimated $418K sold.

Advisors Preferred first reported a position in AGZ in Q3 2015 and held it in 4 quarters. The position peaked at $418K in Q2 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q3 2021.

Advisors Preferred reported no remaining iShares Agency Bond ETF position as of Q3 2021 after selling out during the quarter.
Advisors Preferred sold 3,539 iShares Agency Bond ETF shares in Q3 2021, an estimated $418K.
Advisors Preferred first reported a position in iShares Agency Bond ETF in Q3 2015 and held it in 4 quarters.
Advisors Preferred's iShares Agency Bond ETF position peaked at $418K in Q2 2021.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2021.

Based on Advisors Preferred's 13F filing for Q3 2021, filed 27 Oct 2021.