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Avantax Planning Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-551
Closed -$61K – 300
2018
Q3 		$61K Buy
+551
New +$61.2K ﹤0.01% 439
2018
Q2 		– Sell
-1,663
Closed -$186K – 268
2018
Q1 		$186K Buy
+1,663
New +$186K 0.02% 306

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avantax Planning Partners's AGZ Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Agency Bond ETF (AGZ) in Q4 2018, closing a stake of 551 shares — an estimated $61K sold.

Avantax Planning Partners first reported a position in AGZ in Q1 2018 and held it in 2 quarters. The position peaked at $186K in Q1 2018. 92 funds tracked by Wall St. Rank hold AGZ as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares Agency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 551 iShares Agency Bond ETF shares in Q4 2018, an estimated $61K.
  • Avantax Planning Partners first reported a position in iShares Agency Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares Agency Bond ETF position peaked at $186K in Q1 2018.
  • 92 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.