MHS
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M Holdings Securities’s iShares Agency Bond ETF AGZ Stock Holding History

M Holdings Securities’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
-2,905
Closed -$342K – 238
2021
Q1 		$342K Buy
+2,905
New +$345K 0.03% 354

Other funds holding AGZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

M Holdings Securities's AGZ Position: Q2 2021 in Review

M Holdings Securities sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 2,905 shares — an estimated $342K sold.

M Holdings Securities first reported a position in AGZ in Q1 2021 and held it in 1 quarter. The position peaked at $342K in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • M Holdings Securities reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 2,905 iShares Agency Bond ETF shares in Q2 2021, an estimated $342K.
  • M Holdings Securities first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's iShares Agency Bond ETF position peaked at $342K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.