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Atria Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Atria Investments’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
Q1 		– Sell
-3,028
Closed -$350K – 593
2019
Q4 		$350K Sell
3,028
-2,479
-45% -$288K 0.01% 923
2019
Q3 		$642K Buy
5,507
+221
+4% +$25.6K 0.02% 522
2019
Q2 		$617K Buy
+5,286
New +$602K 0.02% 521

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments's AGZ Position: Q1 2020 in Review

Atria Investments sold out of iShares Agency Bond ETF (AGZ) in Q1 2020, closing a stake of 3,028 shares — an estimated $350K sold.

Atria Investments first reported a position in AGZ in Q2 2019 and held it in 3 quarters. The position peaked at $642K in Q3 2019. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • Atria Investments reported no remaining iShares Agency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 3,028 iShares Agency Bond ETF shares in Q1 2020, an estimated $350K.
  • Atria Investments first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 3 quarters.
  • Atria Investments's iShares Agency Bond ETF position peaked at $642K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.