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Park Avenue Securities’s iShares Agency Bond ETF AGZ Stock Holding History

Park Avenue 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
2022
Q1 		– Sell
-1,742
Closed -$204K – 1125
2021
Q4 		$204K Buy
+1,742
New +$205K ﹤0.01% 1054

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return

Park Avenue Securities's AGZ Position: Q1 2022 in Review

Park Avenue Securities sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 1,742 shares — an estimated $204K sold.

Park Avenue Securities first reported a position in AGZ in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

  • Park Avenue Securities reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Park Avenue Securities sold 1,742 iShares Agency Bond ETF shares in Q1 2022, an estimated $204K.
  • Park Avenue Securities first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 1 quarter.
  • Park Avenue Securities's iShares Agency Bond ETF position peaked at $204K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Park Avenue Securities's 13F filing for Q1 2022, filed 29 Apr 2022.