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Clearview Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-651
Closed -$77K – 647
2021
Q2 		$77K Sell
651
-370
-36% -$43.7K 0.05% 197
2021
Q1 		$120K Buy
1,021
+2
+0.2% +$238 0.08% 143
2020
Q4 		$122K Buy
+1,019
New +$123K 0.08% 127

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearview Wealth Advisors's AGZ Position: Q3 2021 in Review

Clearview Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2021, closing a stake of 651 shares — an estimated $77K sold.

Clearview Wealth Advisors first reported a position in AGZ in Q4 2020 and held it in 3 quarters. The position peaked at $122K in Q4 2020. 152 funds tracked by Wall St. Rank hold AGZ as of Q3 2021.

  • Clearview Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 651 iShares Agency Bond ETF shares in Q3 2021, an estimated $77K.
  • Clearview Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 3 quarters.
  • Clearview Wealth Advisors's iShares Agency Bond ETF position peaked at $122K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2021.

Based on Clearview Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.