Wealth Enhancement Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

Wealth Enhancement Advisory 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 Q3	–	Sell	-229,225	Closed	-$27.2M	–	287
2021 Q2	$27.2M	Buy	229,225 +9,570	+4%	+$1.13M	0.44%	45
2021 Q1	$25.9M	Buy	219,655 +28,477	+15%	+$3.38M	0.47%	43
2020 Q4	$22.8M	Buy	191,178 +36,110	+23%	+$4.35M	0.52%	33
2020 Q3	$18.7M	Buy	155,068 +11,790	+8%	+$1.43M	0.49%	33
2020 Q2	$17.4M	Buy	143,278 +23,693	+20%	+$2.86M	0.5%	34
2020 Q1	$14.5M	Buy	119,585 +28,987	+32%	+$3.42M	0.52%	34
2019 Q4	$10.5M	Buy	90,598 +13,181	+17%	+$1.53M	0.37%	42
2019 Q3	$9M	Buy	77,417 +49,095	+173%	+$5.69M	0.36%	42
2019 Q2	$3.25M	Buy	28,322 +20,046	+242%	+$2.28M	0.14%	59
2019 Q1	$935K	Buy	8,276 +3,006	+57%	+$338K	0.05%	144
2018 Q4	$590K	Buy	5,270 +1,445	+38%	+$160K	0.04%	147
2018 Q3	$423K	Buy	3,825 +858	+29%	+$95.2K	0.03%	146
2018 Q2	$330K	Buy	+2,967	New	+$330K	0.02%	146

Other funds holding AGZ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Jane Street New York $1.21T AUM 78.12% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's AGZ Position: Q3 2021 in Review

Wealth Enhancement Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q3 2021, closing a stake of 229,225 shares — an estimated $27.2M sold.

Wealth Enhancement Advisory Services first reported a position in AGZ in Q2 2018 and held it in 13 quarters. The position peaked at $27.2M in Q2 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q3 2021.

Wealth Enhancement Advisory Services reported no remaining iShares Agency Bond ETF position as of Q3 2021 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 229,225 iShares Agency Bond ETF shares in Q3 2021, an estimated $27.2M.
Wealth Enhancement Advisory Services first reported a position in iShares Agency Bond ETF in Q2 2018 and held it in 13 quarters.
Wealth Enhancement Advisory Services's iShares Agency Bond ETF position peaked at $27.2M in Q2 2021.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2021.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2021, filed 3 Nov 2021.