Good move. Read the latest from seeking Alpha - AGNC still has 2.8 Billion in Cash
and can take advantage of new opportunities. Their management is top-notch.
I believe that your move will make the rest of 2013 a very prosperous year for you.
It's called 'window dressing'. Only thing is the numbers don't lie, but people do. Best to wait for the smoke to clear. If the market was down 160 instead of up, I think the picture would be much worse. No rush to buy in a sell off.