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True Link Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

True Link Financial 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
2021
Q2 		– Sell
-125
Closed -$15K – 713
2021
Q1 		$15K Buy
+125
New +$14.8K ﹤0.01% 592

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HighTower Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial Services Advisors
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

True Link Financial Advisors's AGZ Position: Q2 2021 in Review

True Link Financial Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 125 shares — an estimated $15K sold.

True Link Financial Advisors first reported a position in AGZ in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • True Link Financial Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 125 iShares Agency Bond ETF shares in Q2 2021, an estimated $15K.
  • True Link Financial Advisors first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 1 quarter.
  • True Link Financial Advisors's iShares Agency Bond ETF position peaked at $15K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.