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WA
WFG Advisors’s
iShares Agency Bond ETF
AGZ
Stock Holding History
WFG Advisors’s Portfolio
AGZ Stock Details
AGZ Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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$72.8B AUM
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1-Year Est. Return
AssetMark Inc
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$49B AUM
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1-Year Est. Return
RJA
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$164B AUM
33.91%
1-Year Est. Return
MIS
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$546M AUM
8.26%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
WI
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$362M AUM
23.75%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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