AdvisorShares Investments’s iShares Agency Bond ETF AGZ Stock Holding History

AdvisorShares Investments’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 Q4	–	Sell	-13,544	Closed	-$1.6M	–	193
2021 Q3	$1.6M	Sell	13,544 -660	-5%	-$78.5K	0.25%	57
2021 Q2	$1.68M	Buy	14,204 +8,940	+170%	+$1.06M	0.23%	62
2021 Q1	$620K	Sell	5,264 -9,660	-65%	-$1.15M	0.08%	102
2020 Q4	$1.78M	Sell	14,924 -4,699	-24%	-$566K	0.42%	43
2020 Q3	$2.38K	Sell	19,623 -1,635	-8%	-$198K	0.12%	11
2020 Q2	$2.57M	Buy	21,258 +3,758	+21%	+$454K	1.1%	9
2020 Q1	$2.11M	Buy	+17,500	New	+$2.06M	1.83%	10

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AdvisorShares Investments's AGZ Position: Q4 2021 in Review

AdvisorShares Investments sold out of iShares Agency Bond ETF (AGZ) in Q4 2021, closing a stake of 13,544 shares — an estimated $1.6M sold.

AdvisorShares Investments first reported a position in AGZ in Q1 2020 and held it in 7 quarters. The position peaked at $2.57M in Q2 2020. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

AdvisorShares Investments reported no remaining iShares Agency Bond ETF position as of Q4 2021 after selling out during the quarter.
AdvisorShares Investments sold 13,544 iShares Agency Bond ETF shares in Q4 2021, an estimated $1.6M.
AdvisorShares Investments first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 7 quarters.
AdvisorShares Investments's iShares Agency Bond ETF position peaked at $2.57M in Q2 2020.
157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on AdvisorShares Investments's 13F filing for Q4 2021, filed 31 Jan 2022.