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JFS Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

JFS Wealth 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
2016
Q2 		– Sell
-50
Closed -$6K – 501
2016
Q1 		$6K Hold
50
– – ﹤0.01% 437
2015
Q4 		$6K Buy
+50
New +$5.67K ﹤0.01% 437

Other funds holding AGZ

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's AGZ Position: Q2 2016 in Review

JFS Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2016, closing a stake of 50 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in AGZ in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2016. 77 funds tracked by Wall St. Rank hold AGZ as of Q2 2016.

  • JFS Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 50 iShares Agency Bond ETF shares in Q2 2016, an estimated $6K.
  • JFS Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's iShares Agency Bond ETF position peaked at $6K in Q1 2016.
  • 77 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.