Wealthspire Advisors (Maryland)’s iShares Agency Bond ETF AGZ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-18	Closed	-$2K	–	497
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	2111
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	2043
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	2121
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	2112
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	2125
2017 Q4	$2K	Buy	+18	New	+$2.04K	﹤0.01%	2081
2017 Q1	–	Sell	-11	Closed	-$1K	–	1909
2016 Q4	$1K	Hold	11	–	–	﹤0.01%	1611
2016 Q3	$1K	Hold	11	–	–	﹤0.01%	1610
2016 Q2	$1K	Hold	11	–	–	﹤0.01%	1579
2016 Q1	$1K	Hold	11	–	–	﹤0.01%	1618
2015 Q4	$1K	Buy	+11	New	+$1.25K	﹤0.01%	1584

Other funds holding AGZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Agency Bond ETF (AGZ) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in AGZ in Q4 2015 and held it in 11 quarters. The position peaked at $2K in Q1 2019. 110 funds tracked by Wall St. Rank hold AGZ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Agency Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 18 iShares Agency Bond ETF shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in iShares Agency Bond ETF in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s iShares Agency Bond ETF position peaked at $2K in Q1 2019.
110 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.