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Horst & Graben Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Horst & Graben 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
2020
Q2 		– Sell
-6,285
Closed -$758K – 98
2020
Q1 		$758K Buy
+6,285
New +$742K 0.4% 32

Other funds holding AGZ

Charles Schwab
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Horst & Graben Wealth Management's AGZ Position: Q2 2020 in Review

Horst & Graben Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 6,285 shares — an estimated $758K sold.

Horst & Graben Wealth Management first reported a position in AGZ in Q1 2020 and held it in 1 quarter. The position peaked at $758K in Q1 2020. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

  • Horst & Graben Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 6,285 iShares Agency Bond ETF shares in Q2 2020, an estimated $758K.
  • Horst & Graben Wealth Management first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 1 quarter.
  • Horst & Graben Wealth Management's iShares Agency Bond ETF position peaked at $758K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.