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Wealthcare Capital Management’s iShares Agency Bond ETF AGZ Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-75
Closed – – 241
2015
Q2 		$0 Sell
75
-150
-67% -$17K ﹤0.01% 389
2015
Q1 		$26K Buy
+225
New +$25.7K ﹤0.01% 357

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JIR
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ACP
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Wealthcare Capital Management's AGZ Position: Q3 2015 in Review

Wealthcare Capital Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2015, closing a stake of 75 shares.

Wealthcare Capital Management first reported a position in AGZ in Q1 2015 and held it in 2 quarters. The position peaked at $26K in Q1 2015. 72 funds tracked by Wall St. Rank hold AGZ as of Q3 2015.

  • Wealthcare Capital Management reported no remaining iShares Agency Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 75 iShares Agency Bond ETF shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in iShares Agency Bond ETF in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's iShares Agency Bond ETF position peaked at $26K in Q1 2015.
  • 72 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.