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

Other funds holding AGZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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.