First Command Bank’s iShares Agency Bond ETF AGZ Stock Holding History

First Command Bank’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	-384	Closed	-$46K	–	312
2020 Q1	$46K	Hold	384	–	–	0.02%	189
2019 Q4	$44K	Hold	384	–	–	0.02%	214
2019 Q3	$45K	Hold	384	–	–	0.02%	210
2019 Q2	$44K	Hold	384	–	–	0.02%	213
2019 Q1	$44K	Hold	384	–	–	0.02%	215
2018 Q4	$43K	Hold	384	–	–	0.02%	215
2018 Q3	$43K	Hold	384	–	–	0.01%	217
2018 Q2	$43K	Hold	384	–	–	0.01%	221
2018 Q1	$43K	Hold	384	–	–	0.02%	223
2017 Q4	$43K	Hold	384	–	–	0.02%	212
2017 Q3	$44K	Hold	384	–	–	0.03%	206
2017 Q2	$44K	Hold	384	–	–	0.03%	208
2017 Q1	$43K	Hold	384	–	–	0.03%	207
2016 Q4	$43K	Buy	+384	New	+$43.7K	0.03%	205

Other funds holding AGZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

First Command Bank's AGZ Position: Q2 2020 in Review

First Command Bank sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 384 shares — an estimated $46K sold.

First Command Bank first reported a position in AGZ in Q4 2016 and held it in 14 quarters. The position peaked at $46K in Q1 2020. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

First Command Bank reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
First Command Bank sold 384 iShares Agency Bond ETF shares in Q2 2020, an estimated $46K.
First Command Bank first reported a position in iShares Agency Bond ETF in Q4 2016 and held it in 14 quarters.
First Command Bank's iShares Agency Bond ETF position peaked at $46K in Q1 2020.
135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on First Command Bank's 13F filing for Q2 2020, filed 17 Jul 2020.