HBW Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

HBW Advisory Services’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	-19,628	Closed	-$2.32M	–	245
2021 Q2	$2.32M	Buy	19,628 +1,536	+8%	+$182K	0.61%	54
2021 Q1	$2.13M	Buy	18,092 +28	+0.2%	+$3.33K	0.57%	63
2020 Q4	$2.16M	Buy	18,064 +2,756	+18%	+$332K	0.66%	59
2020 Q3	$1.85M	Buy	15,308 +13,338	+677%	+$1.62M	0.76%	50
2020 Q2	$239K	Buy	+1,970	New	+$238K	0.11%	154
2020 Q1	–	Sell	-1,733	Closed	-$201K	–	105
2019 Q4	$201K	Buy	+1,733	New	+$201K	0.12%	137

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HBW Advisory Services's AGZ Position: Q3 2021 in Review

HBW Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q3 2021, closing a stake of 19,628 shares — an estimated $2.32M sold.

HBW Advisory Services first reported a position in AGZ in Q4 2019 and held it in 6 quarters. The position peaked at $2.32M in Q2 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q3 2021.

HBW Advisory Services reported no remaining iShares Agency Bond ETF position as of Q3 2021 after selling out during the quarter.
HBW Advisory Services sold 19,628 iShares Agency Bond ETF shares in Q3 2021, an estimated $2.32M.
HBW Advisory Services first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 6 quarters.
HBW Advisory Services's iShares Agency Bond ETF position peaked at $2.32M in Q2 2021.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2021.

Based on HBW Advisory Services's 13F filing for Q3 2021, filed 8 Oct 2021.