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Bragg Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Bragg Financial Advisors’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
-1,840
Closed -$210K – 233
2015
Q1 		$210K Hold
1,840
– – 0.05% 224
2014
Q4 		$208K Hold
1,840
– – 0.05% 223
2014
Q3 		$207K Hold
1,840
– – 0.05% 219
2014
Q2 		$207K Hold
1,840
– – 0.05% 227
2014
Q1 		$205K Hold
1,840
– – 0.05% 227
2013
Q4 		$203K Sell
1,840
-310
-14% -$34.5K 0.05% 231
2013
Q3 		$239K Hold
2,150
– – 0.06% 219
2013
Q2 		$238K Buy
+2,150
New +$243K 0.07% 211

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AssetMark Inc
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US Bancorp
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KeyBank National Association
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return