MA
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Mutual Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Mutual 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
-2,190
Closed -$265K – 672
2020
Q2 		$265K Sell
2,190
-198
-8% -$23.9K 0.03% 529
2020
Q1 		$288K Sell
2,388
-1,180
-33% -$139K 0.04% 406
2019
Q4 		$412K Buy
3,568
+171
+5% +$19.8K 0.04% 392
2019
Q3 		$396K Buy
3,397
+960
+39% +$111K 0.05% 358
2019
Q2 		$281K Buy
+2,437
New +$277K 0.04% 455

Other funds holding AGZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Mutual Advisors's AGZ Position: Q3 2020 in Review

Mutual Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2020, closing a stake of 2,190 shares — an estimated $265K sold.

Mutual Advisors first reported a position in AGZ in Q2 2019 and held it in 5 quarters. The position peaked at $412K in Q4 2019. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

  • Mutual Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mutual Advisors sold 2,190 iShares Agency Bond ETF shares in Q3 2020, an estimated $265K.
  • Mutual Advisors first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 5 quarters.
  • Mutual Advisors's iShares Agency Bond ETF position peaked at $412K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.