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MBE Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

MBE 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
2020
Q2 		– Sell
-139
Closed -$16K – 61
2020
Q1 		$16K Buy
+139
New +$16.4K 0.02% 240

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MBE Wealth Management's AGZ Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 139 shares — an estimated $16K sold.

MBE Wealth Management first reported a position in AGZ in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 139 iShares Agency Bond ETF shares in Q2 2020, an estimated $16K.
  • MBE Wealth Management first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Agency Bond ETF position peaked at $16K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.