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Winch Advisory Services’s iShares Agency Bond ETF AGZ Stock Holding History

Winch Advisory Services’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
2020
Q2 		– Sell
-2,032
Closed -$245K – 379
2020
Q1 		$245K Buy
2,032
+6
+0.3% +$708 0.12% 52
2019
Q4 		$234K Buy
2,026
+15
+0.7% +$1.74K 0.11% 64
2019
Q3 		$234K Buy
2,011
+11
+0.6% +$1.27K 0.12% 60
2019
Q2 		$230K Buy
+2,000
New +$228K 0.12% 61

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Bank of America
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Winch Advisory Services's AGZ Position: Q2 2020 in Review

Winch Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 2,032 shares — an estimated $245K sold.

Winch Advisory Services first reported a position in AGZ in Q2 2019 and held it in 4 quarters. The position peaked at $245K in Q1 2020. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

  • Winch Advisory Services reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Winch Advisory Services sold 2,032 iShares Agency Bond ETF shares in Q2 2020, an estimated $245K.
  • Winch Advisory Services first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 4 quarters.
  • Winch Advisory Services's iShares Agency Bond ETF position peaked at $245K in Q1 2020.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on Winch Advisory Services's 13F filing for Q2 2020, filed 12 Aug 2020.