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First Personal Financial Services’s iShares Agency Bond ETF AGZ Stock Holding History

First Personal Financial Services’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
-90
Closed -$10K – 297
2019
Q4 		$10K Buy
+90
New +$10.4K ﹤0.01% 278

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First Personal Financial Services's AGZ Position: Q1 2020 in Review

First Personal Financial Services sold out of iShares Agency Bond ETF (AGZ) in Q1 2020, closing a stake of 90 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in AGZ in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • First Personal Financial Services reported no remaining iShares Agency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 90 iShares Agency Bond ETF shares in Q1 2020, an estimated $10K.
  • First Personal Financial Services first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 1 quarter.
  • First Personal Financial Services's iShares Agency Bond ETF position peaked at $10K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.