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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

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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