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B. Riley Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-76
Closed -$8K – 1004
2015
Q1 		$8K Hold
76
– – 0.01% 783
2014
Q4 		$8K Hold
76
– – 0.01% 774
2014
Q3 		$8K Hold
76
– – 0.01% 817
2014
Q2 		$8K Hold
76
– – 0.01% 867
2014
Q1 		$8K Buy
+76
New +$8.47K 0.01% 805

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

B. Riley Wealth Management's AGZ Position: Q2 2015 in Review

B. Riley Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2015, closing a stake of 76 shares — an estimated $8K sold.

B. Riley Wealth Management first reported a position in AGZ in Q1 2014 and held it in 5 quarters. The position peaked at $8K in Q1 2015. 68 funds tracked by Wall St. Rank hold AGZ as of Q2 2015.

  • B. Riley Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 76 iShares Agency Bond ETF shares in Q2 2015, an estimated $8K.
  • B. Riley Wealth Management first reported a position in iShares Agency Bond ETF in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's iShares Agency Bond ETF position peaked at $8K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.