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Prospera Financial Services’s iShares Agency Bond ETF AGZ Stock Holding History

Prospera Financial 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
2020
Q4 		– Sell
-784
Closed -$95K – 692
2020
Q3 		$95K Buy
+784
New +$95.1K 0.04% 419
2013
Q4 		– Sell
-2,376
Closed -$264K – 260
2013
Q3 		$264K Sell
2,376
-3,270
-58% -$362K 0.1% 172
2013
Q2 		$628K Buy
+5,646
New +$637K 0.29% 86

Other funds holding AGZ

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Jane Street
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Prospera Financial Services's AGZ Position: Q4 2020 in Review

Prospera Financial Services sold out of iShares Agency Bond ETF (AGZ) in Q4 2020, closing a stake of 784 shares — an estimated $95K sold.

Prospera Financial Services first reported a position in AGZ in Q2 2013 and held it in 3 quarters. The position peaked at $628K in Q2 2013. 145 funds tracked by Wall St. Rank hold AGZ as of Q4 2020.

  • Prospera Financial Services reported no remaining iShares Agency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 784 iShares Agency Bond ETF shares in Q4 2020, an estimated $95K.
  • Prospera Financial Services first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 3 quarters.
  • Prospera Financial Services's iShares Agency Bond ETF position peaked at $628K in Q2 2013.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.