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Strategic Wealth Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Strategic Wealth Partners’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
-585
Closed -$68 – 143
2019
Q3 		$68 Sell
585
-6,115
-91% -$709K ﹤0.01% 286
2019
Q2 		$772K Sell
6,700
-3,272
-33% -$372K 0.37% 77
2019
Q1 		$1.13M Buy
9,972
+411
+4% +$46.2K 0.52% 57
2018
Q4 		$1.09M Buy
+9,561
New +$1.06M 0.55% 51

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 Wealth Partners's AGZ Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares Agency Bond ETF (AGZ) in Q4 2019, closing a stake of 585 shares — an estimated $68 sold.

Strategic Wealth Partners first reported a position in AGZ in Q4 2018 and held it in 4 quarters. The position peaked at $1.13M in Q1 2019. 126 funds tracked by Wall St. Rank hold AGZ as of Q4 2019.

  • Strategic Wealth Partners reported no remaining iShares Agency Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 585 iShares Agency Bond ETF shares in Q4 2019, an estimated $68.
  • Strategic Wealth Partners first reported a position in iShares Agency Bond ETF in Q4 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's iShares Agency Bond ETF position peaked at $1.13M in Q1 2019.
  • 126 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.