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Atwood & Palmer’s iShares Agency Bond ETF AGZ Stock Holding History

Atwood & Palmer’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
2016
Q1 		– Sell
-211
Closed -$24K – 317
2015
Q4 		$24K Hold
211
– – ﹤0.01% 254
2015
Q3 		$24K Buy
+211
New +$23.9K ﹤0.01% 247

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atwood & Palmer's AGZ Position: Q1 2016 in Review

Atwood & Palmer sold out of iShares Agency Bond ETF (AGZ) in Q1 2016, closing a stake of 211 shares — an estimated $24K sold.

Atwood & Palmer first reported a position in AGZ in Q3 2015 and held it in 2 quarters. The position peaked at $24K in Q4 2015. 75 funds tracked by Wall St. Rank hold AGZ as of Q1 2016.

  • Atwood & Palmer reported no remaining iShares Agency Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 211 iShares Agency Bond ETF shares in Q1 2016, an estimated $24K.
  • Atwood & Palmer first reported a position in iShares Agency Bond ETF in Q3 2015 and held it in 2 quarters.
  • Atwood & Palmer's iShares Agency Bond ETF position peaked at $24K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.