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Strategic Blueprint’s iShares Agency Bond ETF AGZ Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-28
Closed -$3K – 105
2019
Q3 		$3K Buy
+28
New +$3.25K ﹤0.01% 369

Other funds holding AGZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Blueprint's AGZ Position: Q4 2019 in Review

Strategic Blueprint sold out of iShares Agency Bond ETF (AGZ) in Q4 2019, closing a stake of 28 shares — an estimated $3K sold.

Strategic Blueprint first reported a position in AGZ in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 126 funds tracked by Wall St. Rank hold AGZ as of Q4 2019.

  • Strategic Blueprint reported no remaining iShares Agency Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 28 iShares Agency Bond ETF shares in Q4 2019, an estimated $3K.
  • Strategic Blueprint first reported a position in iShares Agency Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's iShares Agency Bond ETF position peaked at $3K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.