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Arkadios Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Arkadios Wealth Advisors’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 		$369K Buy
3,381
+90
+3% +$9.84K 0.01% 1286
2026
Q1 		$361K Buy
3,291
+16
+0.5% +$1.76K 0.01% 1267
2025
Q4 		$361K Buy
3,275
+794
+32% +$87.7K 0.01% 1166
2025
Q3 		$274K Buy
2,481
+64
+3% +$7.02K 0.01% 1193
2025
Q2 		$265K Buy
2,417
+206
+9% +$22.5K 0.01% 1101
2025
Q1 		$242K Buy
+2,211
New +$240K 0.01% 987

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

Arkadios Wealth Advisors's AGZ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Agency Bond ETF (AGZ) stake by 2.7% in Q2 2026, buying an estimated $9.84K and bringing the position to 3,381 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1286.

Arkadios Wealth Advisors first reported a position in AGZ in Q1 2025 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Arkadios Wealth Advisors held 3,381 shares of iShares Agency Bond ETF worth $369K as of Q2 2026.
  • Arkadios Wealth Advisors bought 90 iShares Agency Bond ETF shares in Q2 2026, an estimated $9.84K.
  • iShares Agency Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1286 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Agency Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.