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

San Luis 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
Q2 		– Sell
-438
Closed -$51K – 77
2022
Q1 		$51K Buy
+438
New +$50.3K 0.02% 237

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HighTower Advisors
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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

San Luis Wealth Advisors's AGZ Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2022, closing a stake of 438 shares — an estimated $51K sold.

San Luis Wealth Advisors first reported a position in AGZ in Q1 2022 and held it in 1 quarter. The position peaked at $51K in Q1 2022. 143 funds tracked by Wall St. Rank hold AGZ as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 438 iShares Agency Bond ETF shares in Q2 2022, an estimated $51K.
  • San Luis Wealth Advisors first reported a position in iShares Agency Bond ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares Agency Bond ETF position peaked at $51K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.