AAS
AGZ icon

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

Ameritas 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
2025
Q4 		– Sell
-63
Closed -$7K – 945
2025
Q3 		$7K Sell
63
-176
-74% -$19.3K ﹤0.01% 1756
2025
Q2 		$26.2K Buy
+239
New +$26.1K ﹤0.01% 1622
2023
Q2 		– Sell
-58
Closed -$6.29K – 593
2023
Q1 		$6.29K Buy
+58
New +$6.24K ﹤0.01% 2081

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Ameritas Advisory Services's AGZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 63 shares — an estimated $7K sold.

Ameritas Advisory Services first reported a position in AGZ in Q1 2023 and held it in 3 quarters. The position peaked at $26.2K in Q2 2025. 150 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 63 iShares Agency Bond ETF shares in Q4 2025, an estimated $7K.
  • Ameritas Advisory Services first reported a position in iShares Agency Bond ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares Agency Bond ETF position peaked at $26.2K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.