SevenBridge Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-618	Closed	-$71K	–	153
2019 Q2	$71K	Buy	618 +578	+1,445%	+$65.8K	0.03%	233
2019 Q1	$5K	Hold	40	–	–	﹤0.01%	475
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	462
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	498
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	504
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	516
2017 Q4	$5K	Hold	40	–	–	﹤0.01%	502
2017 Q3	$5K	Hold	40	–	–	﹤0.01%	499
2017 Q2	$5K	Hold	40	–	–	﹤0.01%	509
2017 Q1	$5K	Sell	40 -9	-18%	-$1.01K	﹤0.01%	492
2016 Q4	$6K	Hold	49	–	–	﹤0.01%	489
2016 Q3	$6K	Hold	49	–	–	﹤0.01%	484
2016 Q2	$6K	Buy	+49	New	+$5.63K	﹤0.01%	562

Other funds holding AGZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

SevenBridge Financial Group's AGZ Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q3 2019, closing a stake of 618 shares — an estimated $71K sold.

SevenBridge Financial Group first reported a position in AGZ in Q2 2016 and held it in 13 quarters. The position peaked at $71K in Q2 2019. 112 funds tracked by Wall St. Rank hold AGZ as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares Agency Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 618 iShares Agency Bond ETF shares in Q3 2019, an estimated $71K.
SevenBridge Financial Group first reported a position in iShares Agency Bond ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares Agency Bond ETF position peaked at $71K in Q2 2019.
112 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.