Founders Bank & Trust’s iShares Agency Bond ETF AGZ Stock Holding History

Founders Bank & Trust’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
2014 Q1	–	Sell	-26	Closed	-$3K	–	359
2013 Q4	$3K	Buy	+26	New	+$2.89K	﹤0.01%	352

Other funds holding AGZ

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

ACP

Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

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

Founders Bank & Trust's AGZ Position: Q1 2014 in Review

Founders Bank & Trust sold out of iShares Agency Bond ETF (AGZ) in Q1 2014, closing a stake of 26 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in AGZ in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 60 funds tracked by Wall St. Rank hold AGZ as of Q1 2014.

Founders Bank & Trust reported no remaining iShares Agency Bond ETF position as of Q1 2014 after selling out during the quarter.
Founders Bank & Trust sold 26 iShares Agency Bond ETF shares in Q1 2014, an estimated $3K.
Founders Bank & Trust first reported a position in iShares Agency Bond ETF in Q4 2013 and held it in 1 quarter.
Founders Bank & Trust's iShares Agency Bond ETF position peaked at $3K in Q4 2013.
60 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.