Destiny Wealth Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-734	Closed	-$86K	–	530
2021 Q4	$86K	Hold	734	–	–	0.02%	244
2021 Q3	$87K	Buy	+734	New	+$87.3K	0.02%	222

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RJA

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

RWM

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

Destiny Wealth Partners's AGZ Position: Q1 2022 in Review

Destiny Wealth Partners sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 734 shares — an estimated $86K sold.

Destiny Wealth Partners first reported a position in AGZ in Q3 2021 and held it in 2 quarters. The position peaked at $87K in Q3 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

Destiny Wealth Partners reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
Destiny Wealth Partners sold 734 iShares Agency Bond ETF shares in Q1 2022, an estimated $86K.
Destiny Wealth Partners first reported a position in iShares Agency Bond ETF in Q3 2021 and held it in 2 quarters.
Destiny Wealth Partners's iShares Agency Bond ETF position peaked at $87K in Q3 2021.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.