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Austin Private Wealth’s iShares Agency Bond ETF AGZ Stock Holding History

Austin Private Wealth’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
-2,043
Closed -$236K – 76
2019
Q4 		$236K Buy
+2,043
New +$237K 0.12% 71

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Raymond James & Associates
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KeyBank National Association
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Wealth Enhancement Advisory Services
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
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Osaic Holdings
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Austin Private Wealth's AGZ Position: Q1 2020 in Review

Austin Private Wealth sold out of iShares Agency Bond ETF (AGZ) in Q1 2020, closing a stake of 2,043 shares — an estimated $236K sold.

Austin Private Wealth first reported a position in AGZ in Q4 2019 and held it in 1 quarter. The position peaked at $236K in Q4 2019. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • Austin Private Wealth reported no remaining iShares Agency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Austin Private Wealth sold 2,043 iShares Agency Bond ETF shares in Q1 2020, an estimated $236K.
  • Austin Private Wealth first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Austin Private Wealth's iShares Agency Bond ETF position peaked at $236K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on Austin Private Wealth's 13F filing for Q1 2020, filed 11 May 2020.