SAC
AGZ icon

Smith Affiliated Capital’s iShares Agency Bond ETF AGZ Stock Holding History

Smith Affiliated Capital’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
Q4 		– Hold
0
– – – 71
2015
Q3 		– Hold
0
– – – 66
2015
Q2 		– Hold
0
– – – 68
2015
Q1 		– Hold
0
– – – 74
2014
Q4 		– Hold
0
– – – 51
2014
Q3 		– Hold
0
– – – 49
2014
Q2 		– Hold
0
– – – 36
2014
Q1 		– Hold
0
– – – 47
2013
Q4 		– Hold
0
– – – 49
2013
Q3 		– Hold
0
– – – 74
2013
Q2 		– Hold
0
– – – 87

Other funds holding AGZ

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CSIA
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return