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	0.04%	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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return