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Simplicity Solutions’s iShares Agency Bond ETF AGZ Stock Holding History

Simplicity Solutions’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
-26,646
Closed -$3.23M – 935
2020
Q3 		$3.23M Buy
26,646
+23,647
+788% +$2.87M 0.06% 253
2020
Q2 		$363K Buy
2,999
+1,118
+59% +$135K 0.01% 690
2020
Q1 		$227K Sell
1,881
-1,139
-38% -$134K 0.01% 661
2019
Q4 		$349K Buy
+3,020
New +$350K 0.01% 629

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
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

Simplicity Solutions's AGZ Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Agency Bond ETF (AGZ) in Q4 2020, closing a stake of 26,646 shares — an estimated $3.23M sold.

Simplicity Solutions first reported a position in AGZ in Q4 2019 and held it in 4 quarters. The position peaked at $3.23M in Q3 2020. 145 funds tracked by Wall St. Rank hold AGZ as of Q4 2020.

  • Simplicity Solutions reported no remaining iShares Agency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 26,646 iShares Agency Bond ETF shares in Q4 2020, an estimated $3.23M.
  • Simplicity Solutions first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 4 quarters.
  • Simplicity Solutions's iShares Agency Bond ETF position peaked at $3.23M in Q3 2020.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.