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

MinichMacGregor 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
2018 Q1	–	Sell	-82	Closed	-$9K	–	504
2017 Q4	$9K	Hold	82	–	–	0.01%	314
2017 Q3	$9K	Hold	82	–	–	0.01%	295
2017 Q2	$9K	Hold	82	–	–	0.01%	282
2017 Q1	$9K	Hold	82	–	–	0.01%	285
2016 Q4	$9K	Hold	82	–	–	0.01%	268
2016 Q3	$9K	Hold	82	–	–	0.01%	274
2016 Q2	$9K	Hold	82	–	–	0.01%	264
2016 Q1	$9K	Buy	+82	New	+$9.36K	0.01%	260

Other funds holding AGZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MinichMacGregor Wealth Management's AGZ Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2018, closing a stake of 82 shares — an estimated $9K sold.

MinichMacGregor Wealth Management first reported a position in AGZ in Q1 2016 and held it in 8 quarters. The position peaked at $9K in Q4 2017. 99 funds tracked by Wall St. Rank hold AGZ as of Q1 2018.

MinichMacGregor Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 82 iShares Agency Bond ETF shares in Q1 2018, an estimated $9K.
MinichMacGregor Wealth Management first reported a position in iShares Agency Bond ETF in Q1 2016 and held it in 8 quarters.
MinichMacGregor Wealth Management's iShares Agency Bond ETF position peaked at $9K in Q4 2017.
99 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.