Tiedemann Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Tiedemann Advisors’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
2018 Q4	–	Sell	-4,848	Closed	-$538K	–	421
2018 Q3	$538K	Sell	4,848 -4,791	-50%	-$532K	0.03%	223
2018 Q2	$1.08M	Buy	9,639 +762	+9%	+$84.7K	0.07%	157
2018 Q1	$995K	Buy	8,877 +206	+2%	+$23K	0.07%	147
2017 Q4	$981K	Buy	8,671 +131	+2%	+$14.8K	0.08%	121
2017 Q3	$971K	Sell	8,540 -158	-2%	-$18K	0.09%	151
2017 Q2	$989K	Sell	8,698 -1,329	-13%	-$151K	0.07%	216
2017 Q1	$1.13M	Buy	10,027 +37	+0.4%	+$4.17K	0.1%	173
2016 Q4	$1.13M	Buy	+9,990	New	+$1.14M	0.11%	133

Other funds holding AGZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tiedemann Advisors's AGZ Position: Q4 2018 in Review

Tiedemann Advisors sold out of iShares Agency Bond ETF (AGZ) in Q4 2018, closing a stake of 4,848 shares — an estimated $538K sold.

Tiedemann Advisors first reported a position in AGZ in Q4 2016 and held it in 8 quarters. The position peaked at $1.13M in Q1 2017. 92 funds tracked by Wall St. Rank hold AGZ as of Q4 2018.

Tiedemann Advisors reported no remaining iShares Agency Bond ETF position as of Q4 2018 after selling out during the quarter.
Tiedemann Advisors sold 4,848 iShares Agency Bond ETF shares in Q4 2018, an estimated $538K.
Tiedemann Advisors first reported a position in iShares Agency Bond ETF in Q4 2016 and held it in 8 quarters.
Tiedemann Advisors's iShares Agency Bond ETF position peaked at $1.13M in Q1 2017.
92 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2018.

Based on Tiedemann Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.