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Mountain Capital Investment Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Mountain Capital Investment 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
2020
Q3 		– Sell
-5,991
Closed -$723K – 103
2020
Q2 		$723K Sell
5,991
-1,324
-18% -$160K 0.33% 26
2020
Q1 		$878K Buy
+7,315
New +$863K 0.45% 18

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GT
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Mountain Capital Investment Advisors's AGZ Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 5,991 shares — an estimated $723K sold.

Mountain Capital Investment Advisors first reported a position in AGZ in Q1 2020 and held it in 2 quarters. The position peaked at $878K in Q1 2020. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5,991 iShares Agency Bond ETF shares in Q3 2020, an estimated $723K.
  • Mountain Capital Investment Advisors first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Agency Bond ETF position peaked at $878K in Q1 2020.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.