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Freedom Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Freedom Investment Management’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
2016
Q1 		– Sell
-9,954
Closed -$1.13M – 824
2015
Q4 		$1.13M Sell
9,954
-28,309
-74% -$3.21M 0.09% 199
2015
Q3 		$4.13M Buy
+38,263
New +$4.34M 0.42% 32

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's AGZ Position: Q1 2016 in Review

Freedom Investment Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2016, closing a stake of 9,954 shares — an estimated $1.13M sold.

Freedom Investment Management first reported a position in AGZ in Q3 2015 and held it in 2 quarters. The position peaked at $4.13M in Q3 2015. 75 funds tracked by Wall St. Rank hold AGZ as of Q1 2016.

  • Freedom Investment Management reported no remaining iShares Agency Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 9,954 iShares Agency Bond ETF shares in Q1 2016, an estimated $1.13M.
  • Freedom Investment Management first reported a position in iShares Agency Bond ETF in Q3 2015 and held it in 2 quarters.
  • Freedom Investment Management's iShares Agency Bond ETF position peaked at $4.13M in Q3 2015.
  • 75 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2016.

Based on Freedom Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.