AIS
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Accurate Investment Solutions’s iShares Agency Bond ETF AGZ Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-548
Closed -$66K – 18
2020
Q1 		$66K Buy
548
+170
+45% +$20.1K 0.05% 174
2019
Q4 		$44K Buy
+378
New +$43.9K 0.03% 182

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Bank of America
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RJA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Accurate Investment Solutions's AGZ Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 548 shares — an estimated $66K sold.

Accurate Investment Solutions first reported a position in AGZ in Q4 2019 and held it in 2 quarters. The position peaked at $66K in Q1 2020. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 548 iShares Agency Bond ETF shares in Q2 2020, an estimated $66K.
  • Accurate Investment Solutions first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's iShares Agency Bond ETF position peaked at $66K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.