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Arcadia Investment Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Arcadia Investment Management’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,800
Closed -$42K – 292
2021
Q1 		$42K Hold
1,800
– – 0.01% 210
2020
Q4 		$42K Hold
1,800
– – 0.01% 194
2020
Q3 		$42K Hold
1,800
– – 0.01% 201
2020
Q2 		$42K Hold
1,800
– – 0.01% 183
2020
Q1 		$41K Hold
1,800
– – 0.01% 194
2019
Q4 		$43K Hold
1,800
– – 0.01% 203
2019
Q3 		$43K Hold
1,800
– – 0.01% 205
2019
Q2 		$43K Hold
1,800
– – 0.01% 211
2019
Q1 		$43K Sell
1,800
-50
-3% -$1.19K 0.01% 205
2018
Q4 		$44K Hold
1,850
– – 0.01% 192
2018
Q3 		$44K Sell
1,850
-8,000
-81% -$192K 0.01% 233
2018
Q2 		$235K Hold
9,850
– – 0.07% 109
2018
Q1 		$236K Sell
9,850
-50
-0.5% -$1.21K 0.07% 109
2017
Q4 		$240K Hold
9,900
– – 0.07% 112
2017
Q3 		$238K Sell
9,900
-100
-1% -$2.4K 0.07% 112
2017
Q2 		$240K Sell
10,000
-160
-2% -$3.84K 0.08% 115
2017
Q1 		$244K Hold
10,160
– – 0.08% 115
2016
Q4 		$245K Sell
10,160
-2,040
-17% -$49K 0.08% 112
2016
Q3 		$291K Hold
12,200
– – 0.1% 102
2016
Q2 		$290K Hold
12,200
– – 0.09% 99
2016
Q1 		$289K Sell
12,200
-2,400
-16% -$56.9K 0.1% 97
2015
Q4 		$351K Sell
14,600
-5,236
-26% -$126K 0.11% 96
2015
Q3 		$475K Hold
19,836
– – 0.15% 86
2015
Q2 		$482K Buy
+19,836
New +$485K 0.13% 88

Other funds holding AGZD

SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arcadia Investment Management's AGZD Position: Q2 2021 in Review

Arcadia Investment Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2021, closing a stake of 1,800 shares — an estimated $42K sold.

Arcadia Investment Management first reported a position in AGZD in Q2 2015 and held it in 24 quarters. The position peaked at $482K in Q2 2015. 32 funds tracked by Wall St. Rank hold AGZD as of Q2 2021.

  • Arcadia Investment Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Arcadia Investment Management sold 1,800 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2021, an estimated $42K.
  • Arcadia Investment Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2015 and held it in 24 quarters.
  • Arcadia Investment Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $482K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2021.

Based on Arcadia Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.