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WFG Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

WFG Advisors’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
Q2 		$2K Hold
21
– – ﹤0.01% 1397
2017
Q1 		$2K Buy
+21
New +$2.37K ﹤0.01% 1322
2014
Q1 		– Sell
-26
Closed -$3K – 1980
2013
Q4 		$3K Sell
26
-7
-21% -$779 ﹤0.01% 1853
2013
Q3 		$4K Hold
33
– – ﹤0.01% 1774
2013
Q2 		$4K Buy
+33
New +$3.72K ﹤0.01% 1704

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WFG Advisors's AGZ Position: Q2 2017 in Review

WFG Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q2 2017 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

WFG Advisors first reported a position in AGZ in Q2 2013 and has held it in 5 quarters since. The position peaked at $4K in Q3 2013. 82 funds tracked by Wall St. Rank hold AGZ as of Q2 2017.

  • WFG Advisors held 21 shares of iShares Agency Bond ETF worth $2K as of Q2 2017.
  • WFG Advisors left its iShares Agency Bond ETF share count unchanged in Q2 2017.
  • iShares Agency Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1397 holding.
  • WFG Advisors first reported a position in iShares Agency Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • WFG Advisors's iShares Agency Bond ETF position peaked at $4K in Q3 2013.
  • 82 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.