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

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

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

Bank of America

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

HighTower Advisors

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

KeyBank National Association

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return