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Braun-Bostich & Associates’s iShares Agency Bond ETF AGZ Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-34
Closed -$4K – 301
2019
Q4 		$4K Buy
+34
New +$3.94K ﹤0.01% 284

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Bank of America
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Envestnet Asset Management
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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Braun-Bostich & Associates's AGZ Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares Agency Bond ETF (AGZ) in Q1 2020, closing a stake of 34 shares — an estimated $4K sold.

Braun-Bostich & Associates first reported a position in AGZ in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining iShares Agency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 34 iShares Agency Bond ETF shares in Q1 2020, an estimated $4K.
  • Braun-Bostich & Associates first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares Agency Bond ETF position peaked at $4K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.