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Beese Fulmer Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-40
Closed -$5K – 206
2020
Q2 		$5K Buy
+40
New +$4.83K ﹤0.01% 524

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Beese Fulmer Investment Management's AGZ Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 40 shares — an estimated $5K sold.

Beese Fulmer Investment Management first reported a position in AGZ in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 40 iShares Agency Bond ETF shares in Q3 2020, an estimated $5K.
  • Beese Fulmer Investment Management first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's iShares Agency Bond ETF position peaked at $5K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.