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Ameritas Investment Company’s iShares Agency Bond ETF AGZ Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-4,930
Closed -$580K – 756
2021
Q1 		$580K Buy
+4,930
New +$585K 0.05% 317
2020
Q2 		– Sell
-9
Closed -$1K – 365
2020
Q1 		$1K Buy
+9
New +$1.06K ﹤0.01% 1623
2019
Q4 		– Sell
-9
Closed -$1K – 852
2019
Q3 		$1K Buy
+9
New +$1.04K ﹤0.01% 1533

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HighTower Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return

Ameritas Investment Company's AGZ Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 4,930 shares — an estimated $580K sold.

Ameritas Investment Company first reported a position in AGZ in Q3 2019 and held it in 3 quarters. The position peaked at $580K in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 4,930 iShares Agency Bond ETF shares in Q2 2021, an estimated $580K.
  • Ameritas Investment Company first reported a position in iShares Agency Bond ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's iShares Agency Bond ETF position peaked at $580K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.