LWS
AGZ icon

Lucia Wealth Services’s iShares Agency Bond ETF AGZ Stock Holding History

Lucia Wealth Services’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
Q2 		– Sell
-1,087
Closed -$123K – 173
2019
Q1 		$123K Sell
1,087
-16
-1% -$1.8K 0.04% 136
2018
Q4 		$124K Sell
1,103
-2,011
-65% -$223K 0.06% 126
2018
Q3 		$345K Sell
3,114
-1,474
-32% -$164K 0.11% 113
2018
Q2 		$511K Sell
4,588
-28,765
-86% -$3.2M 0.22% 83
2018
Q1 		$3.74M Buy
33,353
+27,756
+496% +$3.1M 1.21% 30
2017
Q4 		$633K Buy
+5,597
New +$634K 0.28% 70

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 $49B AUM 17.78% 1-Year Est. Return
Bank of America
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return