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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

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

Bragg Financial Advisors's AGZ Position: Q2 2015 in Review

Bragg Financial Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2015, closing a stake of 1,840 shares — an estimated $210K sold.

Bragg Financial Advisors first reported a position in AGZ in Q2 2013 and held it in 8 quarters. The position peaked at $239K in Q3 2013. 68 funds tracked by Wall St. Rank hold AGZ as of Q2 2015.

  • Bragg Financial Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Bragg Financial Advisors sold 1,840 iShares Agency Bond ETF shares in Q2 2015, an estimated $210K.
  • Bragg Financial Advisors first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 8 quarters.
  • Bragg Financial Advisors's iShares Agency Bond ETF position peaked at $239K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2015.

Based on Bragg Financial Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.