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Laurel Wealth Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Laurel Wealth Planning’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
2022
Q2 		– Sell
-91
Closed -$10K – 237
2022
Q1 		$10K Buy
+91
New +$10.5K 0.01% 190

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Laurel Wealth Planning's AGZ Position: Q2 2022 in Review

Laurel Wealth Planning sold out of iShares Agency Bond ETF (AGZ) in Q2 2022, closing a stake of 91 shares — an estimated $10K sold.

Laurel Wealth Planning first reported a position in AGZ in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 143 funds tracked by Wall St. Rank hold AGZ as of Q2 2022.

  • Laurel Wealth Planning reported no remaining iShares Agency Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 91 iShares Agency Bond ETF shares in Q2 2022, an estimated $10K.
  • Laurel Wealth Planning first reported a position in iShares Agency Bond ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's iShares Agency Bond ETF position peaked at $10K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.