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Shelton Capital Management’s iShares Agency Bond ETF AGZ Stock Holding History

Shelton Capital 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
Q1 		– Sell
-340
Closed -$40K – 814
2021
Q4 		$40K Buy
+340
New +$40.1K ﹤0.01% 838

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HighTower Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return

Shelton Capital Management's AGZ Position: Q1 2022 in Review

Shelton Capital Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 340 shares — an estimated $40K sold.

Shelton Capital Management first reported a position in AGZ in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

  • Shelton Capital Management reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Shelton Capital Management sold 340 iShares Agency Bond ETF shares in Q1 2022, an estimated $40K.
  • Shelton Capital Management first reported a position in iShares Agency Bond ETF in Q4 2021 and held it in 1 quarter.
  • Shelton Capital Management's iShares Agency Bond ETF position peaked at $40K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.