Independence Bank of Kentucky’s iShares Agency Bond ETF AGZ Stock Holding History

Independence Bank of Kentucky’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
2019 Q2	–	Sell	-350	Closed	-$40K	–	324
2019 Q1	$40K	Hold	350	–	–	0.03%	194
2018 Q4	$39K	Hold	350	–	–	0.04%	183
2018 Q3	$39K	Hold	350	–	–	0.03%	197
2018 Q2	$39K	Buy	+350	New	+$38.9K	0.03%	176

Other funds holding AGZ

CSIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Independence Bank of Kentucky's AGZ Position: Q2 2019 in Review

Independence Bank of Kentucky sold out of iShares Agency Bond ETF (AGZ) in Q2 2019, closing a stake of 350 shares — an estimated $40K sold.

Independence Bank of Kentucky first reported a position in AGZ in Q2 2018 and held it in 4 quarters. The position peaked at $40K in Q1 2019. 110 funds tracked by Wall St. Rank hold AGZ as of Q2 2019.

Independence Bank of Kentucky reported no remaining iShares Agency Bond ETF position as of Q2 2019 after selling out during the quarter.
Independence Bank of Kentucky sold 350 iShares Agency Bond ETF shares in Q2 2019, an estimated $40K.
Independence Bank of Kentucky first reported a position in iShares Agency Bond ETF in Q2 2018 and held it in 4 quarters.
Independence Bank of Kentucky's iShares Agency Bond ETF position peaked at $40K in Q1 2019.
110 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2019.

Based on Independence Bank of Kentucky's 13F filing for Q2 2019, filed 23 Jul 2019.