Atlas Private Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Atlas Private Wealth Management’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	-104	Closed	-$12K	–	123
2021 Q1	$12K	Sell	104 -103	-50%	-$12.2K	0.01%	295
2020 Q4	$25K	Hold	207	–	–	0.02%	245
2020 Q3	$25K	Hold	207	–	–	0.02%	232
2020 Q2	$25K	Hold	207	–	–	0.02%	247
2020 Q1	$25K	Hold	207	–	–	0.02%	228
2019 Q4	$24K	Buy	+207	New	+$24K	0.02%	269

Other funds holding AGZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RWM

RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return

Atlas Private Wealth Management's AGZ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 104 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in AGZ in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2020. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 104 iShares Agency Bond ETF shares in Q2 2021, an estimated $12K.
Atlas Private Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Agency Bond ETF position peaked at $25K in Q4 2020.
147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.