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Personal Financial Consultants’s iShares Agency Bond ETF AGZ Stock Holding History

Personal Financial Consultants’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
2019
Q1 		– Sell
-22,184
Closed -$2.49M – 20
2018
Q4 		$2.49M Buy
+22,184
New +$2.46M 2.1% 12

Other funds holding AGZ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Personal Financial Consultants's AGZ Position: Q1 2019 in Review

Personal Financial Consultants sold out of iShares Agency Bond ETF (AGZ) in Q1 2019, closing a stake of 22,184 shares — an estimated $2.49M sold.

Personal Financial Consultants first reported a position in AGZ in Q4 2018 and held it in 1 quarter. The position peaked at $2.49M in Q4 2018. 103 funds tracked by Wall St. Rank hold AGZ as of Q1 2019.

  • Personal Financial Consultants reported no remaining iShares Agency Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 22,184 iShares Agency Bond ETF shares in Q1 2019, an estimated $2.49M.
  • Personal Financial Consultants first reported a position in iShares Agency Bond ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Agency Bond ETF position peaked at $2.49M in Q4 2018.
  • 103 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.