Certified Advisory Corp’s iShares Agency Bond ETF AGZ Stock Holding History

Certified Advisory Corp’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	-488	Closed	-$57K	–	224
2021 Q1	$57K	Buy	+488	New	+$58K	0.01%	327
2020 Q2	$2K	Sell	18 -145	-89%	-$17.5K	﹤0.01%	690
2020 Q1	$20K	Sell	163 -246	-60%	-$29K	0.01%	407
2019 Q4	$47K	Buy	409 +2	+0.5%	+$232	0.02%	325
2019 Q3	$47K	Hold	407	–	–	0.02%	330
2019 Q2	$47K	Buy	+407	New	+$46.3K	0.02%	330

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

KeyBank National Association

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Envestnet Asset Management

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Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return