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Rowland Carmichael Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Rowland Carmichael 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
2020
Q4 		– Sell
-72
Closed -$9K – 378
2020
Q3 		$9K Hold
72
– – ﹤0.01% 328
2020
Q2 		$9K Sell
72
-5,570
-99% -$672K ﹤0.01% 325
2020
Q1 		$680K Sell
5,642
-3,195
-36% -$377K 0.35% 74
2019
Q4 		$1.02M Sell
8,837
-219
-2% -$25.4K 0.35% 62
2019
Q3 		$1.05M Buy
9,056
+2,670
+42% +$310K 0.36% 62
2019
Q2 		$736K Buy
6,386
+6,127
+2,366% +$698K 0.25% 110
2019
Q1 		$29K Buy
+259
New +$29.1K 0.01% 292

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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

Rowland Carmichael Advisors's AGZ Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of iShares Agency Bond ETF (AGZ) in Q4 2020, closing a stake of 72 shares — an estimated $9K sold.

Rowland Carmichael Advisors first reported a position in AGZ in Q1 2019 and held it in 7 quarters. The position peaked at $1.05M in Q3 2019. 145 funds tracked by Wall St. Rank hold AGZ as of Q4 2020.

  • Rowland Carmichael Advisors reported no remaining iShares Agency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 72 iShares Agency Bond ETF shares in Q4 2020, an estimated $9K.
  • Rowland Carmichael Advisors first reported a position in iShares Agency Bond ETF in Q1 2019 and held it in 7 quarters.
  • Rowland Carmichael Advisors's iShares Agency Bond ETF position peaked at $1.05M in Q3 2019.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.