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

RGT 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
2022
Q3 		$6K Sell
54
-1,677
-97% -$183K ﹤0.01% 108
2022
Q2 		$190K Buy
1,731
+5
+0.3% +$552 0.03% 78
2022
Q1 		$194K Sell
1,726
-1,878
-52% -$216K 0.03% 77
2021
Q4 		$422K Buy
+3,604
New +$425K 0.06% 63

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

RGT Wealth Advisors's AGZ Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares Agency Bond ETF (AGZ) stake by 97% in Q3 2022, selling an estimated $183K and leaving 54 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

RGT Wealth Advisors first reported a position in AGZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $422K in Q4 2021. 142 funds tracked by Wall St. Rank hold AGZ as of Q3 2022.

  • RGT Wealth Advisors held 54 shares of iShares Agency Bond ETF worth $6K as of Q3 2022.
  • RGT Wealth Advisors sold 1,677 iShares Agency Bond ETF shares in Q3 2022, an estimated $183K.
  • iShares Agency Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #108 holding.
  • RGT Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares Agency Bond ETF position peaked at $422K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.