Sowell Financial Services’s iShares Agency Bond ETF AGZ Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-401	Closed	-$47K	–	568
2021 Q1	$47K	Buy	401 +66	+20%	+$7.84K	﹤0.01%	1679
2020 Q4	$40K	Hold	335	–	–	﹤0.01%	1475
2020 Q3	$41K	Sell	335 -208	-38%	-$25.2K	﹤0.01%	1281
2020 Q2	$66K	Sell	543 -1,618	-75%	-$195K	﹤0.01%	1088
2020 Q1	$261K	Buy	2,161 +144	+7%	+$17K	0.02%	587
2019 Q4	$233K	Buy	2,017 +1,714	+566%	+$199K	0.02%	661
2019 Q3	$35K	Buy	+303	New	+$35.1K	﹤0.01%	1098

Other funds holding AGZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RWM

RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return

Sowell Financial Services's AGZ Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 401 shares — an estimated $47K sold.

Sowell Financial Services first reported a position in AGZ in Q3 2019 and held it in 7 quarters. The position peaked at $261K in Q1 2020. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

Sowell Financial Services reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 401 iShares Agency Bond ETF shares in Q2 2021, an estimated $47K.
Sowell Financial Services first reported a position in iShares Agency Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Agency Bond ETF position peaked at $261K in Q1 2020.
147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.