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Insight Wealth Strategies’s iShares Agency Bond ETF AGZ Stock Holding History

Insight Wealth Strategies’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
-18,313
Closed -$2.22M – 200
2020
Q2 		$2.22M Buy
18,313
+2,438
+15% +$294K 0.49% 27
2020
Q1 		$1.91M Buy
+15,875
New +$1.87M 0.51% 25
2019
Q3 		– Sell
-2,194
Closed -$253K – 186
2019
Q2 		$253K Buy
+2,194
New +$250K 0.06% 144

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 $67.3B AUM 21.9% 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

Insight Wealth Strategies's AGZ Position: Q3 2020 in Review

Insight Wealth Strategies sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 18,313 shares — an estimated $2.22M sold.

Insight Wealth Strategies first reported a position in AGZ in Q2 2019 and held it in 3 quarters. The position peaked at $2.22M in Q2 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • Insight Wealth Strategies reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 18,313 iShares Agency Bond ETF shares in Q3 2020, an estimated $2.22M.
  • Insight Wealth Strategies first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares Agency Bond ETF position peaked at $2.22M in Q2 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on Insight Wealth Strategies's 13F filing for Q3 2020, filed 29 Oct 2020.