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Arvest Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Arvest Investments’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 		$9.12M Buy
83,419
+4,972
+6% +$543K 1.1% 24
2026
Q1 		$8.61M Sell
78,447
-10,823
-12% -$1.19M 1.17% 24
2025
Q4 		$9.84M Buy
89,270
+4
+0% +$442 1.38% 20
2025
Q3 		$9.85M Sell
89,266
-13,729
-13% -$1.51M 1.41% 17
2025
Q2 		$11.3M Sell
102,995
-664
-0.6% -$72.4K 1.7% 15
2025
Q1 		$11.3M Buy
103,659
+1,620
+2% +$176K 1.79% 14
2024
Q4 		$11M Sell
102,039
-1,136
-1% -$124K 1.76% 15
2024
Q3 		$11.4M Buy
103,175
+238
+0.2% +$26.1K 1.72% 15
2024
Q2 		$11.1M Buy
102,937
+3,142
+3% +$337K 1.78% 15
2024
Q1 		$10.8M Buy
99,795
+3,279
+3% +$354K 1.71% 15
2023
Q4 		$10.5M Buy
+96,516
New +$10.3M 1.7% 15

Other funds holding AGZ

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arvest Investments's AGZ Position: Q2 2026 in Review

Arvest Investments increased its iShares Agency Bond ETF (AGZ) stake by 6.3% in Q2 2026, buying an estimated $543K and bringing the position to 83,419 shares worth $9.12M. The position accounts for 1.1% of the portfolio, ranked #24.

Arvest Investments first reported a position in AGZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q3 2024. 57 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Arvest Investments held 83,419 shares of iShares Agency Bond ETF worth $9.12M as of Q2 2026.
  • Arvest Investments bought 4,972 iShares Agency Bond ETF shares in Q2 2026, an estimated $543K.
  • iShares Agency Bond ETF made up 1.1% of Arvest Investments's portfolio in Q2 2026, its #24 holding.
  • Arvest Investments first reported a position in iShares Agency Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's iShares Agency Bond ETF position peaked at $11.4M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.