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Rice Partnership’s iShares Agency Bond ETF AGZ Stock Holding History

Rice Partnership’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
Q4 		– Sell
-23
Closed -$3K – 99
2019
Q3 		$3K Buy
+23
New +$2.67K ﹤0.01% 106

Other funds holding AGZ

CSIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rice Partnership's AGZ Position: Q4 2019 in Review

Rice Partnership sold out of iShares Agency Bond ETF (AGZ) in Q4 2019, closing a stake of 23 shares — an estimated $3K sold.

Rice Partnership first reported a position in AGZ in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 126 funds tracked by Wall St. Rank hold AGZ as of Q4 2019.

  • Rice Partnership reported no remaining iShares Agency Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Rice Partnership sold 23 iShares Agency Bond ETF shares in Q4 2019, an estimated $3K.
  • Rice Partnership first reported a position in iShares Agency Bond ETF in Q3 2019 and held it in 1 quarter.
  • Rice Partnership's iShares Agency Bond ETF position peaked at $3K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2019.

Based on Rice Partnership's 13F filing for Q4 2019, filed 30 Jan 2020.