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Acorn Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Acorn Wealth 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
2018
Q2 		– Sell
-77
Closed -$9K – 523
2018
Q1 		$9K Hold
77
– – 0.01% 517
2017
Q4 		$9K Buy
+77
New +$8.73K 0.01% 502

Other funds holding AGZ

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Acorn Wealth Advisors's AGZ Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2018, closing a stake of 77 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in AGZ in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 95 funds tracked by Wall St. Rank hold AGZ as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 77 iShares Agency Bond ETF shares in Q2 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's iShares Agency Bond ETF position peaked at $9K in Q1 2018.
  • 95 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.