LAS
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Lloyd Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

Lloyd Advisory Services’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
-1
Closed – – 396
2021
Q1 		$0 Buy
+1
New +$119 ﹤0.01% 374
2020
Q4 		– Sell
-2
Closed – – 361
2020
Q3 		$0 Buy
+2
New +$243 ﹤0.01% 324

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US Bancorp
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Wells Fargo
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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

Lloyd Advisory Services's AGZ Position: Q2 2021 in Review

Lloyd Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 1 share.

Lloyd Advisory Services first reported a position in AGZ in Q3 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • Lloyd Advisory Services reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 iShares Agency Bond ETF share in Q2 2021.
  • Lloyd Advisory Services first reported a position in iShares Agency Bond ETF in Q3 2020 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares Agency Bond ETF position peaked at $0 in Q1 2021.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Lloyd Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.