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One Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

One Wealth Advisors’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
-1,897
Closed -$225K – 197
2021
Q3 		$225K Buy
+1,897
New +$226K 0.07% 187

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

One Wealth Advisors's AGZ Position: Q4 2021 in Review

One Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q4 2021, closing a stake of 1,897 shares — an estimated $225K sold.

One Wealth Advisors first reported a position in AGZ in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

  • One Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • One Wealth Advisors sold 1,897 iShares Agency Bond ETF shares in Q4 2021, an estimated $225K.
  • One Wealth Advisors first reported a position in iShares Agency Bond ETF in Q3 2021 and held it in 1 quarter.
  • One Wealth Advisors's iShares Agency Bond ETF position peaked at $225K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on One Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.