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

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

RJFSA

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

RWM

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

Certified Advisory Corp's AGZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 488 shares — an estimated $57K sold.

Certified Advisory Corp first reported a position in AGZ in Q2 2019 and held it in 6 quarters. The position peaked at $57K in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 488 iShares Agency Bond ETF shares in Q2 2021, an estimated $57K.
Certified Advisory Corp first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's iShares Agency Bond ETF position peaked at $57K in Q1 2021.
147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.