IHT Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

IHT Wealth 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
2021 Q4	–	Sell	-2,544	Closed	-$301K	–	806
2021 Q3	$301K	Sell	2,544 -1,917	-43%	-$228K	0.02%	588
2021 Q2	$528K	Sell	4,461 -303	-6%	-$35.8K	0.03%	516
2021 Q1	$561K	Sell	4,764 -4,202	-47%	-$499K	0.04%	418
2020 Q4	$1.07M	Buy	8,966 +1,141	+15%	+$137K	0.09%	226
2020 Q3	$947K	Buy	7,825 +1,027	+15%	+$125K	0.1%	221
2020 Q2	$823K	Buy	6,798 +2,481	+57%	+$299K	0.11%	199
2020 Q1	$520K	Buy	+4,317	New	+$509K	0.07%	277
2017 Q4	–	Sell	-3	Closed	–	–	1688
2017 Q3	$0	Hold	3	–	–	﹤0.01%	1430
2017 Q2	$0	Hold	3	–	–	﹤0.01%	1406
2017 Q1	$0	Hold	3	–	–	﹤0.01%	1265
2016 Q4	$0	Buy	+3	New	+$341	﹤0.01%	1198

Other funds holding AGZ

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

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

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IHT Wealth Management's AGZ Position: Q4 2021 in Review

IHT Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2021, closing a stake of 2,544 shares — an estimated $301K sold.

IHT Wealth Management first reported a position in AGZ in Q4 2016 and held it in 11 quarters. The position peaked at $1.07M in Q4 2020. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

IHT Wealth Management reported no remaining iShares Agency Bond ETF position as of Q4 2021 after selling out during the quarter.
IHT Wealth Management sold 2,544 iShares Agency Bond ETF shares in Q4 2021, an estimated $301K.
IHT Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2016 and held it in 11 quarters.
IHT Wealth Management's iShares Agency Bond ETF position peaked at $1.07M in Q4 2020.
157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.