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Arax Advisory Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Arax Advisory 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
2026
Q2 		$328K Buy
3,006
+676
+29% +$73.9K ﹤0.01% 1922
2026
Q1 		$256K Buy
2,330
+5
+0.2% +$551 0.01% 959
2025
Q4 		$256K Buy
+2,325
New +$257K 0.01% 917

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Arax Advisory Partners's AGZ Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Agency Bond ETF (AGZ) stake by 29% in Q2 2026, buying an estimated $73.9K and bringing the position to 3,006 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Arax Advisory Partners first reported a position in AGZ in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Arax Advisory Partners held 3,006 shares of iShares Agency Bond ETF worth $328K as of Q2 2026.
  • Arax Advisory Partners bought 676 iShares Agency Bond ETF shares in Q2 2026, an estimated $73.9K.
  • iShares Agency Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1922 holding.
  • Arax Advisory Partners first reported a position in iShares Agency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.