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Verus Capital Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Verus Capital 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
2020
Q1 		$41K Buy
341
+87
+34% +$10.3K 0.01% 552
2019
Q4 		$29K Buy
+254
New +$29.5K 0.01% 761

Other funds holding AGZ

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Charles Schwab
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Verus Capital Partners's AGZ Position: Q1 2020 in Review

Verus Capital Partners increased its iShares Agency Bond ETF (AGZ) stake by 34% in Q1 2020, buying an estimated $10.3K and bringing the position to 341 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #552.

Verus Capital Partners first reported a position in AGZ in Q4 2019 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • Verus Capital Partners held 341 shares of iShares Agency Bond ETF worth $41K as of Q1 2020.
  • Verus Capital Partners bought 87 iShares Agency Bond ETF shares in Q1 2020, an estimated $10.3K.
  • iShares Agency Bond ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #552 holding.
  • Verus Capital Partners first reported a position in iShares Agency Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.