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

Lenox 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
2020
Q3 		– Sell
-4
Closed – – 572
2020
Q2 		$0 Hold
4
– – ﹤0.01% 583
2020
Q1 		$0 Hold
4
– – ﹤0.01% 763
2019
Q4 		$0 Hold
4
– – ﹤0.01% 723
2019
Q3 		$0 Hold
4
– – ﹤0.01% 616
2019
Q2 		$0 Hold
4
– – ﹤0.01% 407
2019
Q1 		$0 Hold
4
– – ﹤0.01% 602
2018
Q4 		$0 Hold
4
– – ﹤0.01% 365
2018
Q3 		$0 Hold
4
– – ﹤0.01% 406
2018
Q2 		$0 Hold
4
– – ﹤0.01% 541
2018
Q1 		$0 Buy
+4
New +$447 ﹤0.01% 543

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 $59.8B AUM 29.42% 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

Lenox Wealth Advisors's AGZ Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 4 shares.

Lenox Wealth Advisors first reported a position in AGZ in Q1 2018 and held it in 10 quarters. The position peaked at $0 in Q2 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 4 iShares Agency Bond ETF shares in Q3 2020.
  • Lenox Wealth Advisors first reported a position in iShares Agency Bond ETF in Q1 2018 and held it in 10 quarters.
  • Lenox Wealth Advisors's iShares Agency Bond ETF position peaked at $0 in Q2 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.