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BerganKDV Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

BerganKDV 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
2020
Q3 		– Sell
-59
Closed -$7K – 905
2020
Q2 		$7K Buy
+59
New +$7.12K ﹤0.01% 577

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GT
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BerganKDV Wealth Management's AGZ Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 59 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in AGZ in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 59 iShares Agency Bond ETF shares in Q3 2020, an estimated $7K.
  • BerganKDV Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Agency Bond ETF position peaked at $7K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.