Next Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Next Financial Group’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	$75K	Hold	638	–	–	﹤0.01%	1299
2021 Q3	$76K	Buy	638 +105	+20%	+$12.5K	0.01%	1233
2021 Q2	$63K	Hold	533	–	–	0.01%	1293
2021 Q1	$63K	Hold	533	–	–	0.01%	1196
2020 Q4	$64K	Hold	533	–	–	0.01%	1111
2020 Q3	$65K	Buy	+533	New	+$64.6K	0.01%	1012
2020 Q2	–	Sell	-533	Closed	-$64K	–	620
2020 Q1	$64K	Hold	533	–	–	0.01%	902
2019 Q4	$62K	Hold	533	–	–	0.01%	1107
2019 Q3	$62K	Hold	533	–	–	0.01%	1078
2019 Q2	$61K	Buy	+533	New	+$60.7K	0.01%	1101
2019 Q1	–	Sell	-533	Closed	-$60K	–	1624
2018 Q4	$60K	Buy	+533	New	+$59K	0.01%	751

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's AGZ Position: Q4 2021 in Review

Next Financial Group held its iShares Agency Bond ETF (AGZ) position steady in Q4 2021 at 638 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Next Financial Group first reported a position in AGZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $76K in Q3 2021. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

Next Financial Group held 638 shares of iShares Agency Bond ETF worth $75K as of Q4 2021.
Next Financial Group left its iShares Agency Bond ETF share count unchanged in Q4 2021.
iShares Agency Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1299 holding.
Next Financial Group first reported a position in iShares Agency Bond ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's iShares Agency Bond ETF position peaked at $76K in Q3 2021.
157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.