MAA
AGZ icon

Managed Account Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Managed Account 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
2015
Q2 		$7.78M Buy
68,764
+8,235
+14% +$935K 0.01% 1210
2015
Q1 		$6.91M Buy
60,529
+1,784
+3% +$204K 0.01% 1270
2014
Q4 		$6.64M Sell
58,745
-51,964
-47% -$5.87M 0.01% 1254
2014
Q3 		$12.4M Buy
110,709
+94,146
+568% +$10.6M 0.01% 913
2014
Q2 		$1.87M Buy
16,563
+10,646
+180% +$1.19M ﹤0.01% 1809
2014
Q1 		$660K Buy
5,917
+4,943
+507% +$551K ﹤0.01% 2045
2013
Q4 		$108K Buy
+974
New +$108K ﹤0.01% 2296

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return