Bank Hapoalim BM’s iShares Agency Bond ETF AGZ Stock Holding History

Bank Hapoalim BM’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
2019 Q3	–	Hold	0	–	–	–	106
2019 Q2	–	Hold	0	–	–	–	105
2019 Q1	–	Hold	0	–	–	–	102
2018 Q4	–	Hold	0	–	–	–	93
2018 Q3	–	Hold	0	–	–	–	118
2018 Q2	–	Hold	0	–	–	–	100
2018 Q1	–	Hold	0	–	–	–	83
2017 Q4	–	Hold	0	–	–	–	74
2017 Q3	–	Hold	0	–	–	–	72
2017 Q2	–	Hold	0	–	–	–	61
2017 Q1	–	Hold	0	–	–	–	52
2016 Q4	–	Hold	0	–	–	–	46
2016 Q3	–	Hold	0	–	–	–	48
2016 Q2	–	Hold	0	–	–	–	54
2016 Q1	–	Hold	0	–	–	–	42
2015 Q4	–	Hold	0	–	–	–	43
2015 Q3	–	Hold	0	–	–	–	44
2015 Q2	–	Hold	0	–	–	–	48
2015 Q1	–	Hold	0	–	–	–	56
2014 Q4	–	Hold	0	–	–	–	50
2014 Q3	–	Hold	0	–	–	–	69

Other funds holding AGZ

Charles Schwab Investment Advisory

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return