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Truvestments Capital’s iShares Agency Bond ETF AGZ Stock Holding History

Truvestments Capital’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
-5
Closed -$1K – 621
2021
Q1 		$1K Hold
5
– – ﹤0.01% 637
2020
Q4 		$1K Hold
5
– – ﹤0.01% 577
2020
Q3 		$1K Hold
5
– – ﹤0.01% 296
2020
Q2 		$0 Hold
5
– – ﹤0.01% 568
2020
Q1 		$0 Buy
+5
New +$590 ﹤0.01% 505

Other funds holding AGZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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

Truvestments Capital's AGZ Position: Q2 2021 in Review

Truvestments Capital sold out of iShares Agency Bond ETF (AGZ) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Truvestments Capital first reported a position in AGZ in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 147 funds tracked by Wall St. Rank hold AGZ as of Q2 2021.

  • Truvestments Capital reported no remaining iShares Agency Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Truvestments Capital sold 5 iShares Agency Bond ETF shares in Q2 2021, an estimated $1K.
  • Truvestments Capital first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 5 quarters.
  • Truvestments Capital's iShares Agency Bond ETF position peaked at $1K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2021.

Based on Truvestments Capital's 13F filing for Q2 2021, filed 12 Aug 2021.