W
AGZ icon

WealthShield’s iShares Agency Bond ETF AGZ Stock Holding History

WealthShield’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
2017
Q4 		$971K Buy
+8,603
New +$975K 0.59% 30

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthShield's AGZ Position: Q4 2017 in Review

WealthShield opened a new position in iShares Agency Bond ETF (AGZ) in Q4 2017: 8,603 shares worth $971K. The stake represents 0.59% of the portfolio and ranks #30 among its holdings.

99 funds tracked by Wall St. Rank hold AGZ as of Q4 2017.

  • WealthShield held 8,603 shares of iShares Agency Bond ETF worth $971K as of Q4 2017.
  • iShares Agency Bond ETF was a new WealthShield position in Q4 2017.
  • iShares Agency Bond ETF made up 0.59% of WealthShield's portfolio in Q4 2017, its #30 holding.
  • 99 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.