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Laird Norton Wetherby Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Laird Norton Wetherby 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
Q1 		– Sell
-1,013
Closed -$115K – 644
2017
Q4 		$115K Hold
1,013
– – 0.02% 628
2017
Q3 		$115K Buy
+1,013
New +$115K 0.02% 602

Other funds holding AGZ

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AGZ Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2018, closing a stake of 1,013 shares — an estimated $115K sold.

Laird Norton Wetherby Wealth Management first reported a position in AGZ in Q3 2017 and held it in 2 quarters. The position peaked at $115K in Q4 2017. 99 funds tracked by Wall St. Rank hold AGZ as of Q1 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,013 iShares Agency Bond ETF shares in Q1 2018, an estimated $115K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Agency Bond ETF in Q3 2017 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's iShares Agency Bond ETF position peaked at $115K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.