Strategic Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Strategic Wealth Management’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 Q4	$638K	Sell	5,449 -300	-5%	-$35.3K	0.32%	64
2021 Q3	$681K	Hold	5,749	–	–	0.35%	59
2021 Q2	$681K	Sell	5,749 -1,200	-17%	-$142K	0.37%	56
2021 Q1	$818K	Sell	6,949 -3,650	-34%	-$433K	0.49%	50
2020 Q4	$1.27M	Sell	10,599 -150	-1%	-$18.1K	0.78%	42
2020 Q3	$1.3M	Sell	10,749 -7,497	-41%	-$909K	0.97%	39
2020 Q2	$2.21M	Buy	+18,246	New	+$2.2M	2.05%	19

Other funds holding AGZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Management's AGZ Position: Q4 2021 in Review

Strategic Wealth Management reduced its iShares Agency Bond ETF (AGZ) stake by 5.2% in Q4 2021, selling an estimated $35.3K and leaving 5,449 shares worth $638K. The position accounts for 0.32% of the portfolio, ranked #64.

Strategic Wealth Management first reported a position in AGZ in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.21M in Q2 2020. 157 funds tracked by Wall St. Rank hold AGZ as of Q4 2021.

Strategic Wealth Management held 5,449 shares of iShares Agency Bond ETF worth $638K as of Q4 2021.
Strategic Wealth Management sold 300 iShares Agency Bond ETF shares in Q4 2021, an estimated $35.3K.
iShares Agency Bond ETF made up 0.32% of Strategic Wealth Management's portfolio in Q4 2021, its #64 holding.
Strategic Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's iShares Agency Bond ETF position peaked at $2.21M in Q2 2020.
157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.