AC
AGZ icon

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

AFAM 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
2018
Q3 		– Sell
-2,856
Closed -$318K – 155
2018
Q2 		$318K Buy
2,856
+46
+2% +$5.11K 0.05% 175
2018
Q1 		$315K Buy
+2,810
New +$314K 0.03% 185
2017
Q1 		– Sell
-9,589
Closed -$1.08M – 186
2016
Q4 		$1.08M Sell
9,589
-186
-2% -$21.2K 0.16% 156
2016
Q3 		$1.13M Sell
9,775
-5,171
-35% -$598K 0.18% 144
2016
Q2 		$1.73M Sell
14,946
-7,400
-33% -$850K 0.29% 125
2016
Q1 		$2.57M Sell
22,346
-11,930
-35% -$1.36M 0.42% 100
2015
Q4 		$3.88M Buy
+34,276
New +$3.89M 0.6% 81

Other funds holding AGZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
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 $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return