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Copperleaf Capital’s iShares Agency Bond ETF AGZ Stock Holding History

Copperleaf Capital’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
Q4 		– Sell
-9,843
Closed -$1.19M – 50
2020
Q3 		$1.19M Buy
9,843
+87
+0.9% +$10.5K 1.15% 29
2020
Q2 		$1.18M Buy
+9,756
New +$1.18M 1.22% 28

Other funds holding AGZ

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Copperleaf Capital's AGZ Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares Agency Bond ETF (AGZ) in Q4 2020, closing a stake of 9,843 shares — an estimated $1.19M sold.

Copperleaf Capital first reported a position in AGZ in Q2 2020 and held it in 2 quarters. The position peaked at $1.19M in Q3 2020. 145 funds tracked by Wall St. Rank hold AGZ as of Q4 2020.

  • Copperleaf Capital reported no remaining iShares Agency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Copperleaf Capital sold 9,843 iShares Agency Bond ETF shares in Q4 2020, an estimated $1.19M.
  • Copperleaf Capital first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 2 quarters.
  • Copperleaf Capital's iShares Agency Bond ETF position peaked at $1.19M in Q3 2020.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.