AAS
AGZ icon

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

Avantax 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
Q2 		$3.66M Buy
33,319
+4,458
+15% +$486K 0.02% 555
2025
Q1 		$3.16M Sell
28,861
-3,270
-10% -$355K 0.02% 563
2024
Q4 		$3.47M Sell
32,131
-123,726
-79% -$13.5M 0.02% 509
2024
Q3 		$17.2M Buy
155,857
+8,513
+6% +$932K 0.11% 143
2024
Q2 		$15.9M Buy
147,344
+10,703
+8% +$1.15M 0.11% 139
2024
Q1 		$14.8M Buy
136,641
+9,006
+7% +$972K 0.13% 118
2023
Q4 		$13.8M Buy
127,635
+18,917
+17% +$2.01M 0.14% 120
2023
Q3 		$11.5M Buy
108,718
+26,475
+32% +$2.82M 0.13% 126
2023
Q2 		$8.8M Buy
82,243
+3,923
+5% +$423K 0.1% 161
2023
Q1 		$8.48M Buy
78,320
+5,548
+8% +$597K 0.1% 156
2022
Q4 		$7.75M Buy
72,772
+21,625
+42% +$2.3M 0.1% 162
2022
Q3 		$5.45M Buy
51,147
+4,184
+9% +$457K 0.08% 183
2022
Q2 		$5.17M Buy
46,963
+2,759
+6% +$304K 0.08% 194
2022
Q1 		$4.97M Buy
44,204
+1,518
+4% +$174K 0.07% 212
2021
Q4 		$5M Buy
42,686
+4,426
+12% +$521K 0.08% 200
2021
Q3 		$4.54M Buy
38,260
+558
+1% +$66.4K 0.08% 189
2021
Q2 		$4.46M Sell
37,702
-7,902
-17% -$934K 0.08% 185
2021
Q1 		$5.36M Buy
45,604
+10,384
+29% +$1.23M 0.12% 146
2020
Q4 		$4.21M Buy
35,220
+5,214
+17% +$628K 0.1% 153
2020
Q3 		$3.63M Buy
30,006
+16,274
+119% +$1.97M 0.06% 251
2020
Q2 		$1.66M Buy
13,732
+11,389
+486% +$1.37M 0.05% 254
2020
Q1 		$282K Buy
+2,343
New +$276K 0.01% 602

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Advisory Services's AGZ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Agency Bond ETF (AGZ) stake by 15% in Q2 2025, buying an estimated $486K and bringing the position to 33,319 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #555.

Avantax Advisory Services first reported a position in AGZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $17.2M in Q3 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Avantax Advisory Services held 33,319 shares of iShares Agency Bond ETF worth $3.66M as of Q2 2025.
  • Avantax Advisory Services bought 4,458 iShares Agency Bond ETF shares in Q2 2025, an estimated $486K.
  • iShares Agency Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #555 holding.
  • Avantax Advisory Services first reported a position in iShares Agency Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's iShares Agency Bond ETF position peaked at $17.2M in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.