Bedel Financial Consulting’s iShares Agency Bond ETF AGZ Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-15	Closed	-$2K	–	214
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	865
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	872
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	866
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	865
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	831
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	729
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	693
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	668
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	656
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	667
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	640
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	636
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	634
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	599
2018 Q3	$1K	Sell	15 -100	-87%	-$11.1K	﹤0.01%	635
2018 Q2	$13K	Buy	115 +100	+667%	+$11.1K	0.01%	443
2018 Q1	$2K	Buy	+15	New	+$1.68K	﹤0.01%	602

Other funds holding AGZ

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Bedel Financial Consulting's AGZ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Agency Bond ETF (AGZ) in Q2 2022, closing a stake of 15 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in AGZ in Q1 2018 and held it in 17 quarters. The position peaked at $13K in Q2 2018. 143 funds tracked by Wall St. Rank hold AGZ as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Agency Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 15 iShares Agency Bond ETF shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in iShares Agency Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares Agency Bond ETF position peaked at $13K in Q2 2018.
143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.