Sound Income Strategies’s iShares Agency Bond ETF AGZ Stock Holding History

Sound Income Strategies’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	-281	Closed	-$30K	–	981
2022 Q3	$30K	Hold	281	–	–	﹤0.01%	296
2022 Q2	$31K	Hold	281	–	–	﹤0.01%	284
2022 Q1	$32K	Hold	281	–	–	﹤0.01%	287
2021 Q4	$33K	Hold	281	–	–	﹤0.01%	289
2021 Q3	$33K	Hold	281	–	–	﹤0.01%	270
2021 Q2	$33K	Hold	281	–	–	﹤0.01%	280
2021 Q1	$33.1K	Hold	281	–	–	0.01%	275
2020 Q4	$34K	Buy	+281	New	+$33.8K	0.01%	248
2020 Q2	–	Sell	-26	Closed	-$3K	–	773
2020 Q1	$3K	Hold	26	–	–	﹤0.01%	512
2019 Q4	$3K	Hold	26	–	–	﹤0.01%	507
2019 Q3	$3K	Hold	26	–	–	﹤0.01%	470
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	484
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	484
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	473
2018 Q3	$3K	Hold	26	–	–	﹤0.01%	493
2018 Q2	$3K	Buy	+26	New	+$2.89K	﹤0.01%	459

Other funds holding AGZ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sound Income Strategies's AGZ Position: Q4 2022 in Review

Sound Income Strategies sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 281 shares — an estimated $30K sold.

Sound Income Strategies first reported a position in AGZ in Q2 2018 and held it in 16 quarters. The position peaked at $34K in Q4 2020. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

Sound Income Strategies reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
Sound Income Strategies sold 281 iShares Agency Bond ETF shares in Q4 2022, an estimated $30K.
Sound Income Strategies first reported a position in iShares Agency Bond ETF in Q2 2018 and held it in 16 quarters.
Sound Income Strategies's iShares Agency Bond ETF position peaked at $34K in Q4 2020.
142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Sound Income Strategies's 13F filing for Q4 2022, filed 11 Jan 2023.