WQ
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Wealth Quarterback’s iShares Agency Bond ETF AGZ Stock Holding History

Wealth Quarterback’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 		– Sell
-2,018
Closed -$18 – 979
2019
Q4 		$18 Buy
+2,018
New +$234K ﹤0.01% 1023

Other funds holding AGZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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 22.96% 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 $59.8B AUM 29.42% 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

Wealth Quarterback's AGZ Position: Q1 2020 in Review

Wealth Quarterback sold out of iShares Agency Bond ETF (AGZ) in Q1 2020, closing a stake of 2,018 shares — an estimated $18 sold.

Wealth Quarterback first reported a position in AGZ in Q4 2019 and held it in 1 quarter. The position peaked at $18 in Q4 2019. 143 funds tracked by Wall St. Rank hold AGZ as of Q1 2020.

  • Wealth Quarterback reported no remaining iShares Agency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 2,018 iShares Agency Bond ETF shares in Q1 2020, an estimated $18.
  • Wealth Quarterback first reported a position in iShares Agency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's iShares Agency Bond ETF position peaked at $18 in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.