Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFC
Bedel Financial Consulting’s
iShares Agency Bond ETF
AGZ
Stock Holding History
Bedel Financial Consulting’s Portfolio
AGZ Stock Details
AGZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-15
Closed
-$2K
–
214
2022
Q1
$2K
Hold
15
–
–
﹤0.01%
865
2021
Q4
$2K
Hold
15
–
–
﹤0.01%
872
2021
Q3
$2K
Hold
15
–
–
﹤0.01%
866
2021
Q2
$2K
Hold
15
–
–
﹤0.01%
865
2021
Q1
$2K
Hold
15
–
–
﹤0.01%
831
2020
Q4
$2K
Hold
15
–
–
﹤0.01%
729
2020
Q3
$2K
Hold
15
–
–
﹤0.01%
693
2020
Q2
$2K
Hold
15
–
–
﹤0.01%
668
2020
Q1
$2K
Hold
15
–
–
﹤0.01%
656
2019
Q4
$2K
Hold
15
–
–
﹤0.01%
667
2019
Q3
$2K
Hold
15
–
–
﹤0.01%
640
2019
Q2
$2K
Hold
15
–
–
﹤0.01%
636
2019
Q1
$2K
Hold
15
–
–
﹤0.01%
634
2018
Q4
$2K
Hold
15
–
–
﹤0.01%
599
2018
Q3
$1K
Sell
15
-100
-87%
-$11.1K
﹤0.01%
635
2018
Q2
$13K
Buy
115
+100
+667%
+$11.1K
0.01%
443
2018
Q1
$2K
Buy
+15
New
+$1.68K
﹤0.01%
602
Other funds holding AGZ
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
Asset Management One
Tokyo, Japan
$33.9B AUM
25.88%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close