H&H Retirement Design & Management’s iShares Agency Bond ETF AGZ Stock Holding History

H&H Retirement Design & Management’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	-6,261	Closed	-$716K	–	56
2021 Q4	$716K	Sell	6,261 -5,842	-48%	-$688K	0.45%	41
2021 Q3	$1.43M	Sell	12,103 -189	-2%	-$22.5K	0.88%	25
2021 Q2	$1.46M	Sell	12,292 -154	-1%	-$18.2K	0.9%	25
2021 Q1	$1.47M	Buy	+12,446	New	+$1.48M	0.89%	25
2020 Q3	$1.65M	Sell	13,654 -31,028	-69%	-$3.76M	1.3%	25
2020 Q2	$5.41M	Sell	44,682 -133	-0.3%	-$16.1K	4.79%	8
2020 Q1	$5.4M	Buy	+44,815	New	+$5.29M	5.13%	5

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

H&H Retirement Design & Management's AGZ Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 6,261 shares — an estimated $716K sold.

H&H Retirement Design & Management first reported a position in AGZ in Q1 2020 and held it in 7 quarters. The position peaked at $5.41M in Q2 2020. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 6,261 iShares Agency Bond ETF shares in Q1 2022, an estimated $716K.
H&H Retirement Design & Management first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's iShares Agency Bond ETF position peaked at $5.41M in Q2 2020.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.