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SageGuard Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

SageGuard Financial Group’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
Q3 		– Sell
-3,452
Closed -$409K – 20
2021
Q2 		$409K Sell
3,452
-398
-10% -$47K 0.19% 95
2021
Q1 		$453K Buy
3,850
+552
+17% +$65.6K 0.21% 81
2020
Q4 		$395K Buy
+3,298
New +$397K 0.19% 83

Other funds holding AGZ

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageGuard Financial Group's AGZ Position: Q3 2021 in Review

SageGuard Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q3 2021, closing a stake of 3,452 shares — an estimated $409K sold.

SageGuard Financial Group first reported a position in AGZ in Q4 2020 and held it in 3 quarters. The position peaked at $453K in Q1 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q3 2021.

  • SageGuard Financial Group reported no remaining iShares Agency Bond ETF position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 3,452 iShares Agency Bond ETF shares in Q3 2021, an estimated $409K.
  • SageGuard Financial Group first reported a position in iShares Agency Bond ETF in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's iShares Agency Bond ETF position peaked at $453K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.