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Harbour Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Harbour Investments’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,176
Closed -$98K – 2628
2021
Q3 		$98K Sell
4,176
-420
-9% -$9.85K ﹤0.01% 1383
2021
Q2 		$108K Sell
4,596
-22
-0.5% -$518 ﹤0.01% 1360
2021
Q1 		$109K Buy
+4,618
New +$109K ﹤0.01% 1257

Other funds holding AGZD

SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harbour Investments's AGZD Position: Q4 2021 in Review

Harbour Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2021, closing a stake of 4,176 shares — an estimated $98K sold.

Harbour Investments first reported a position in AGZD in Q1 2021 and held it in 3 quarters. The position peaked at $109K in Q1 2021. 42 funds tracked by Wall St. Rank hold AGZD as of Q4 2021.

  • Harbour Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 4,176 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2021, an estimated $98K.
  • Harbour Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $109K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.