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Buffington Mohr McNeal’s iShares Agency Bond ETF AGZ Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-443
Closed -$50K – 123
2019
Q1 		$50K Buy
+443
New +$49.8K 0.02% 186

Other funds holding AGZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Buffington Mohr McNeal's AGZ Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares Agency Bond ETF (AGZ) in Q2 2019, closing a stake of 443 shares — an estimated $50K sold.

Buffington Mohr McNeal first reported a position in AGZ in Q1 2019 and held it in 1 quarter. The position peaked at $50K in Q1 2019. 110 funds tracked by Wall St. Rank hold AGZ as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining iShares Agency Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 443 iShares Agency Bond ETF shares in Q2 2019, an estimated $50K.
  • Buffington Mohr McNeal first reported a position in iShares Agency Bond ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's iShares Agency Bond ETF position peaked at $50K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.