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Joseph P. Lucia & Associates’s iShares Agency Bond ETF AGZ Stock Holding History

Joseph P. Lucia & Associates’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
-80
Closed -$9K – 134
2021
Q3 		$9K Hold
80
– – 0.01% 385
2021
Q2 		$9K Hold
80
– – 0.01% 390
2021
Q1 		$9K Buy
+80
New +$9.5K ﹤0.01% 364

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

Joseph P. Lucia & Associates's AGZ Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares Agency Bond ETF (AGZ) in Q4 2021, closing a stake of 80 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in AGZ in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares Agency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 80 iShares Agency Bond ETF shares in Q4 2021, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares Agency Bond ETF position peaked at $9K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.