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

Total Clarity 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
2022 Q4	–	Sell	-5,694	Closed	-$606K	–	224
2022 Q3	$606K	Sell	5,694 -270	-5%	-$29.5K	0.38%	69
2022 Q2	$656K	Sell	5,964 -10,581	-64%	-$1.17M	0.34%	71
2022 Q1	$1.86M	Sell	16,545 -709	-4%	-$81.4K	1.02%	24
2021 Q4	$2.02M	Sell	17,254 -2,241	-11%	-$264K	0.92%	23
2021 Q3	$2.31M	Buy	19,495 +782	+4%	+$93K	1.1%	22
2021 Q2	$2.21M	Sell	18,713 -890	-5%	-$105K	1.24%	23
2021 Q1	$2.31M	Sell	19,603 -1,262	-6%	-$150K	1.33%	18
2020 Q4	$2.5M	Buy	20,865 +2,414	+13%	+$291K	1.73%	15
2020 Q3	$2.23M	Buy	18,451 +3,350	+22%	+$406K	1.95%	14
2020 Q2	$1.83M	Sell	15,101 -481	-3%	-$58.1K	1.68%	15
2020 Q1	$1.88M	Buy	15,582 +1,190	+8%	+$140K	2.9%	9
2019 Q4	$1.66M	Buy	+14,392	New	+$1.67M	1.25%	19

Other funds holding AGZ

RJA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

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

Total Clarity Wealth Management's AGZ Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2022, closing a stake of 5,694 shares — an estimated $606K sold.

Total Clarity Wealth Management first reported a position in AGZ in Q4 2019 and held it in 12 quarters. The position peaked at $2.5M in Q4 2020. 142 funds tracked by Wall St. Rank hold AGZ as of Q4 2022.

Total Clarity Wealth Management reported no remaining iShares Agency Bond ETF position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 5,694 iShares Agency Bond ETF shares in Q4 2022, an estimated $606K.
Total Clarity Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's iShares Agency Bond ETF position peaked at $2.5M in Q4 2020.
142 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.