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Snowden Capital Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Snowden Capital 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
Q1 		– Sell
-217
Closed -$25K – 1052
2021
Q4 		$25K Buy
+217
New +$25.6K ﹤0.01% 1247
2016
Q4 		– Sell
-1,989
Closed -$230K – 296
2016
Q3 		$230K Buy
1,989
+174
+10% +$20.1K 0.06% 270
2016
Q2 		$210K Buy
+1,815
New +$209K 0.06% 265

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $1.25B AUM 27.44% 1-Year Est. Return

Snowden Capital Advisors's AGZ Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 217 shares — an estimated $25K sold.

Snowden Capital Advisors first reported a position in AGZ in Q2 2016 and held it in 3 quarters. The position peaked at $230K in Q3 2016. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

  • Snowden Capital Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 217 iShares Agency Bond ETF shares in Q1 2022, an estimated $25K.
  • Snowden Capital Advisors first reported a position in iShares Agency Bond ETF in Q2 2016 and held it in 3 quarters.
  • Snowden Capital Advisors's iShares Agency Bond ETF position peaked at $230K in Q3 2016.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.