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Gupta Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Gupta Wealth 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
2015
Q3 		– Sell
-22
Closed -$2K – 1256
2015
Q2 		$2K Buy
+22
New +$2.5K ﹤0.01% 1122

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Bank of America
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US Bancorp
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KeyBank National Association
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
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JIR
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ACP
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Gupta Wealth Management's AGZ Position: Q3 2015 in Review

Gupta Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2015, closing a stake of 22 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in AGZ in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 72 funds tracked by Wall St. Rank hold AGZ as of Q3 2015.

  • Gupta Wealth Management reported no remaining iShares Agency Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 22 iShares Agency Bond ETF shares in Q3 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Agency Bond ETF position peaked at $2K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.