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HC Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

HC Financial Advisors’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
Q3 		– Sell
-103
Closed -$12K – 370
2020
Q2 		$12K Hold
103
– – 0.01% 218
2020
Q1 		$12K Buy
+103
New +$12.2K 0.01% 221

Other funds holding AGZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HC Financial Advisors's AGZ Position: Q3 2020 in Review

HC Financial Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 103 shares — an estimated $12K sold.

HC Financial Advisors first reported a position in AGZ in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • HC Financial Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 103 iShares Agency Bond ETF shares in Q3 2020, an estimated $12K.
  • HC Financial Advisors first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's iShares Agency Bond ETF position peaked at $12K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.