Live Your Vision’s iShares Agency Bond ETF AGZ Stock Holding History

Live Your Vision’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
2019 Q1	$15K	Hold	138	–	–	﹤0.01%	180
2018 Q4	$15K	Hold	138	–	–	0.01%	164
2018 Q3	$15K	Hold	138	–	–	﹤0.01%	167
2018 Q2	$15K	Hold	138	–	–	0.01%	200
2018 Q1	$15K	Hold	138	–	–	0.01%	159
2017 Q4	$15K	Hold	138	–	–	0.01%	155
2017 Q3	$16K	Hold	138	–	–	0.01%	152
2017 Q2	$16K	Hold	138	–	–	0.01%	152
2017 Q1	$16K	Sell	138 -287	-68%	-$32.4K	0.01%	157
2016 Q4	$48K	Buy	425 +125	+42%	+$14.2K	0.02%	109
2016 Q3	$35K	Buy	+300	New	+$34.7K	0.02%	117
2015 Q4	–	Sell	-300	Closed	-$34K	–	76
2015 Q3	$34K	Buy	+300	New	+$34K	0.02%	135

Other funds holding AGZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Live Your Vision's AGZ Position: Q1 2019 in Review

Live Your Vision held its iShares Agency Bond ETF (AGZ) position steady in Q1 2019 at 138 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Live Your Vision first reported a position in AGZ in Q3 2015 and has held it in 12 quarters since. The position peaked at $48K in Q4 2016. 103 funds tracked by Wall St. Rank hold AGZ as of Q1 2019.

Live Your Vision held 138 shares of iShares Agency Bond ETF worth $15K as of Q1 2019.
Live Your Vision left its iShares Agency Bond ETF share count unchanged in Q1 2019.
iShares Agency Bond ETF made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #180 holding.
Live Your Vision first reported a position in iShares Agency Bond ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's iShares Agency Bond ETF position peaked at $48K in Q4 2016.
103 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.