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Secure Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

Secure Asset Management’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
-2,797
Closed -$339K – 154
2020
Q3 		$339K Buy
+2,797
New +$339K 0.23% 99

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Bank of America
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Wealth Enhancement Advisory Services
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US Bancorp
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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

Secure Asset Management's AGZ Position: Q4 2020 in Review

Secure Asset Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2020, closing a stake of 2,797 shares — an estimated $339K sold.

Secure Asset Management first reported a position in AGZ in Q3 2020 and held it in 1 quarter. The position peaked at $339K in Q3 2020. 145 funds tracked by Wall St. Rank hold AGZ as of Q4 2020.

  • Secure Asset Management reported no remaining iShares Agency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Secure Asset Management sold 2,797 iShares Agency Bond ETF shares in Q4 2020, an estimated $339K.
  • Secure Asset Management first reported a position in iShares Agency Bond ETF in Q3 2020 and held it in 1 quarter.
  • Secure Asset Management's iShares Agency Bond ETF position peaked at $339K in Q3 2020.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2020.

Based on Secure Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.