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Transform Wealth’s iShares Agency Bond ETF AGZ Stock Holding History

Transform Wealth’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
Q3 		– Sell
-3,677
Closed -$424K – 211
2019
Q2 		$424K Buy
+3,677
New +$419K 0.06% 182

Other funds holding AGZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Transform Wealth's AGZ Position: Q3 2019 in Review

Transform Wealth sold out of iShares Agency Bond ETF (AGZ) in Q3 2019, closing a stake of 3,677 shares — an estimated $424K sold.

Transform Wealth first reported a position in AGZ in Q2 2019 and held it in 1 quarter. The position peaked at $424K in Q2 2019. 112 funds tracked by Wall St. Rank hold AGZ as of Q3 2019.

  • Transform Wealth reported no remaining iShares Agency Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 3,677 iShares Agency Bond ETF shares in Q3 2019, an estimated $424K.
  • Transform Wealth first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's iShares Agency Bond ETF position peaked at $424K in Q2 2019.
  • 112 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.