AlphaCore Capital’s iShares Agency Bond ETF AGZ Stock Holding History

AlphaCore Capital’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 Q3	$2.02K	Buy	+19	New	+$2.06K	﹤0.01%	1687

Other funds holding AGZ

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

AlphaCore Capital's AGZ Position: Q3 2026 in Review

AlphaCore Capital opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2026: 19 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings.

75 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

AlphaCore Capital held 19 shares of iShares Agency Bond ETF worth $2.02K as of Q3 2026.
iShares Agency Bond ETF was a new AlphaCore Capital position in Q3 2026.
iShares Agency Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1687 holding.
75 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.