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Financial Advisory Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Financial Advisory 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
Q2 		– Sell
-15,307
Closed -$1.72M – 67
2022
Q1 		$1.72M Sell
15,307
-318
-2% -$36.5K 0.64% 53
2021
Q4 		$1.83M Buy
+15,625
New +$1.84M 0.67% 52

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Advisory Partners's AGZ Position: Q2 2022 in Review

Financial Advisory Partners sold out of iShares Agency Bond ETF (AGZ) in Q2 2022, closing a stake of 15,307 shares — an estimated $1.72M sold.

Financial Advisory Partners first reported a position in AGZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.83M in Q4 2021. 143 funds tracked by Wall St. Rank hold AGZ as of Q2 2022.

  • Financial Advisory Partners reported no remaining iShares Agency Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advisory Partners sold 15,307 iShares Agency Bond ETF shares in Q2 2022, an estimated $1.72M.
  • Financial Advisory Partners first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 2 quarters.
  • Financial Advisory Partners's iShares Agency Bond ETF position peaked at $1.83M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2022.

Based on Financial Advisory Partners's 13F filing for Q2 2022, filed 4 Oct 2023.