KJWM
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Kiley Juergens Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-5
Closed – – 58
2018
Q3 		$0 Hold
5
– – ﹤0.01% 629
2018
Q2 		$0 Buy
+5
New +$556 ﹤0.01% 569

Other funds holding AGZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kiley Juergens Wealth Management's AGZ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q4 2018, closing a stake of 5 shares.

Kiley Juergens Wealth Management first reported a position in AGZ in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 92 funds tracked by Wall St. Rank hold AGZ as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Agency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 5 iShares Agency Bond ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's iShares Agency Bond ETF position peaked at $0 in Q3 2018.
  • 92 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.