NMIS
AGZ icon

Northwestern Mutual Investment Services’s iShares Agency Bond ETF AGZ Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-15
Closed -$2K – 4
2015
Q4 		$2K Buy
+15
New +$1.7K ﹤0.01% 56

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $530B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Investment Services's AGZ Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares Agency Bond ETF (AGZ) in Q1 2016, closing a stake of 15 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in AGZ in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 75 funds tracked by Wall St. Rank hold AGZ as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining iShares Agency Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 15 iShares Agency Bond ETF shares in Q1 2016, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in iShares Agency Bond ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's iShares Agency Bond ETF position peaked at $2K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.