Action Point Financial Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Action Point Financial Planning’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
2026 Q2	$12.7K	Buy	+116	New	+$12.7K	﹤0.01%	1348

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Action Point Financial Planning's AGZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Agency Bond ETF (AGZ) in Q2 2026: 116 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Action Point Financial Planning held 116 shares of iShares Agency Bond ETF worth $12.7K as of Q2 2026.
iShares Agency Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Agency Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1348 holding.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.