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Selective Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-1
Closed – – 146
2022
Q3 		$0 Hold
1
– – ﹤0.01% 753
2022
Q2 		$0 Hold
1
– – ﹤0.01% 747
2022
Q1 		$0 Hold
1
– – ﹤0.01% 716
2021
Q4 		$0 Buy
+1
New +$118 ﹤0.01% 661

Other funds holding AGZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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 $49B AUM 17.78% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Selective Wealth Management's AGZ Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 1 share.

Selective Wealth Management first reported a position in AGZ in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1 iShares Agency Bond ETF share in Q4 2022.
  • Selective Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's iShares Agency Bond ETF position peaked at $0 in Q3 2022.
  • 142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.