IFG Advisory
AGZ icon

IFG Advisory’s iShares Agency Bond ETF AGZ Stock Holding History

IFG Advisory’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
Q2 		– Sell
-2,061
Closed -$242K – 473
2021
Q1 		$242K Hold
2,061
– – 0.03% 432
2020
Q4 		$246K Buy
2,061
+247
+14% +$29.7K 0.03% 392
2020
Q3 		$219K Buy
+1,814
New +$220K 0.04% 375

Other funds holding AGZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return

IFG Advisory's AGZ Position: Q2 2021 in Review

IFG Advisory sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 2,061 shares — an estimated $242K sold.

IFG Advisory first reported a position in AGZ in Q3 2020 and held it in 3 quarters. The position peaked at $246K in Q4 2020. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • IFG Advisory reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • IFG Advisory sold 2,061 iShares Agency Bond ETF shares in Q2 2021, an estimated $242K.
  • IFG Advisory first reported a position in iShares Agency Bond ETF in Q3 2020 and held it in 3 quarters.
  • IFG Advisory's iShares Agency Bond ETF position peaked at $246K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.