Baird Financial Group
AGZ icon

Baird Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Baird Financial Group’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 		$516K Buy
4,718
+316
+7% +$34.5K ﹤0.01% 1527
2026
Q1 		$483K Buy
4,402
+22
+0.5% +$2.42K ﹤0.01% 1489
2025
Q4 		$483K Hold
4,380
– – ﹤0.01% 1479
2025
Q3 		$483K Sell
4,380
-34
-0.8% -$3.73K ﹤0.01% 1480
2025
Q2 		$484K Buy
4,414
+34
+0.8% +$3.71K ﹤0.01% 1426
2025
Q1 		$479K Buy
+4,380
New +$476K ﹤0.01% 1406
2023
Q2 		– Sell
-2,384
Closed -$258K – 1689
2023
Q1 		$258K Sell
2,384
-401
-14% -$43.1K ﹤0.01% 1537
2022
Q4 		$296K Sell
2,785
-4,206
-60% -$448K ﹤0.01% 1459
2022
Q3 		$745K Sell
6,991
-186
-3% -$20.3K ﹤0.01% 1144
2022
Q2 		$789K Buy
7,177
+3,901
+119% +$430K ﹤0.01% 1179
2022
Q1 		$368K Buy
3,276
+460
+16% +$52.8K ﹤0.01% 1544
2021
Q4 		$330K Buy
+2,816
New +$332K ﹤0.01% 1633
2021
Q1 		– Sell
-3,898
Closed -$466K – 1681
2020
Q4 		$466K Buy
3,898
+1,510
+63% +$182K ﹤0.01% 1247
2020
Q3 		$289K Sell
2,388
-21,784
-90% -$2.64M ﹤0.01% 1308
2020
Q2 		$2.93M Buy
24,172
+1,177
+5% +$142K 0.01% 628
2020
Q1 		$2.77M Buy
22,995
+19,921
+648% +$2.35M 0.01% 589
2019
Q4 		$355K Buy
3,074
+27
+0.9% +$3.13K ﹤0.01% 1271
2019
Q3 		$355K Buy
3,047
+1,050
+53% +$122K ﹤0.01% 1270
2019
Q2 		$230K Buy
+1,997
New +$227K ﹤0.01% 1428

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

Baird Financial Group's AGZ Position: Q2 2026 in Review

Baird Financial Group increased its iShares Agency Bond ETF (AGZ) stake by 7.2% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,718 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Baird Financial Group first reported a position in AGZ in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.93M in Q2 2020. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Baird Financial Group held 4,718 shares of iShares Agency Bond ETF worth $516K as of Q2 2026.
  • Baird Financial Group bought 316 iShares Agency Bond ETF shares in Q2 2026, an estimated $34.5K.
  • iShares Agency Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1527 holding.
  • Baird Financial Group first reported a position in iShares Agency Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Baird Financial Group's iShares Agency Bond ETF position peaked at $2.93M in Q2 2020.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.