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Ironwood Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Ironwood Financial’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
-11
Closed -$1K – 136
2021
Q3 		$1K Hold
11
– – ﹤0.01% 536
2021
Q2 		$1K Buy
11
+4
+57% +$473 ﹤0.01% 521
2021
Q1 		$1K Hold
7
– – ﹤0.01% 505
2020
Q4 		$1K Hold
7
– – ﹤0.01% 459
2020
Q3 		$1K Hold
7
– – ﹤0.01% 405
2020
Q2 		$1K Buy
+7
New +$845 ﹤0.01% 379

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ironwood Financial's AGZ Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Agency Bond ETF (AGZ) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Ironwood Financial first reported a position in AGZ in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Agency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 11 iShares Agency Bond ETF shares in Q4 2021, an estimated $1K.
  • Ironwood Financial first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's iShares Agency Bond ETF position peaked at $1K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.