Carroll Financial Associates’s iShares Agency Bond ETF AGZ Stock Holding History

Carroll Financial 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 Q2	–	Sell	-6	Closed	–	–	1501
2020 Q1	$0	Sell	6 -24	-80%	-$2.83K	﹤0.01%	1433
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	1307
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	1258
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	1291
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	1192
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	1116
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	1144
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	1115
2018 Q1	$3K	Hold	30	–	–	﹤0.01%	1100
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	1077
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	1054
2017 Q2	$3K	Hold	30	–	–	﹤0.01%	1055
2017 Q1	$3K	Buy	+30	New	+$3.38K	﹤0.01%	1040

Other funds holding AGZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return