SignatureFD
AGZ icon

SignatureFD’s iShares Agency Bond ETF AGZ Stock Holding History

SignatureFD’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
2015
Q2 		– Sell
-41
Closed -$5K – 1060
2015
Q1 		$5K Sell
41
-75
-65% -$8.56K ﹤0.01% 656
2014
Q4 		$13K Buy
+116
New +$13.1K ﹤0.01% 463

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

SignatureFD's AGZ Position: Q2 2015 in Review

SignatureFD sold out of iShares Agency Bond ETF (AGZ) in Q2 2015, closing a stake of 41 shares — an estimated $5K sold.

SignatureFD first reported a position in AGZ in Q4 2014 and held it in 2 quarters. The position peaked at $13K in Q4 2014. 68 funds tracked by Wall St. Rank hold AGZ as of Q2 2015.

  • SignatureFD reported no remaining iShares Agency Bond ETF position as of Q2 2015 after selling out during the quarter.
  • SignatureFD sold 41 iShares Agency Bond ETF shares in Q2 2015, an estimated $5K.
  • SignatureFD first reported a position in iShares Agency Bond ETF in Q4 2014 and held it in 2 quarters.
  • SignatureFD's iShares Agency Bond ETF position peaked at $13K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2015.

Based on SignatureFD's 13F filing for Q2 2015, filed 15 Jul 2015.