YWP
AGZ icon

YorkBridge Wealth Partners’s iShares Agency Bond ETF AGZ Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-40
Closed -$5K – 870
2016
Q4 		$5K Buy
+40
New +$4.55K ﹤0.01% 672

Other funds holding AGZ

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

YorkBridge Wealth Partners's AGZ Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of iShares Agency Bond ETF (AGZ) in Q1 2017, closing a stake of 40 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in AGZ in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 79 funds tracked by Wall St. Rank hold AGZ as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining iShares Agency Bond ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 40 iShares Agency Bond ETF shares in Q1 2017, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in iShares Agency Bond ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares Agency Bond ETF position peaked at $5K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.