Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SS
Simplicity Solutions’s
iShares Agency Bond ETF
AGZ
Stock Holding History
Simplicity Solutions’s Portfolio
AGZ Stock Details
AGZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-26,646
Closed
-$3.23M
–
935
2020
Q3
$3.23M
Buy
26,646
+23,647
+788%
+$2.87M
0.06%
253
2020
Q2
$363K
Buy
2,999
+1,118
+59%
+$135K
0.01%
690
2020
Q1
$227K
Sell
1,881
-1,139
-38%
-$134K
0.01%
661
2019
Q4
$349K
Buy
+3,020
New
+$350K
0.01%
629
Other funds holding AGZ
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
GT
Greenleaf Trust
Kalamazoo, Michigan
$10.2B AUM
2.09%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close