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Bartlett & Co Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Bartlett & Co Wealth Management’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 		$89.5K Buy
+819
New +$89.5K ﹤0.01% 645
2018
Q4 		– Sell
-50
Closed -$5.54K – 700
2018
Q3 		$5.54K Hold
50
– – ﹤0.01% 634
2018
Q2 		$5.57K Hold
50
– – ﹤0.01% 631
2018
Q1 		$5.6K Buy
+50
New +$5.59K ﹤0.01% 649

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

Bartlett & Co Wealth Management's AGZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in iShares Agency Bond ETF (AGZ) in Q2 2026: 819 shares worth $89.5K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in AGZ as recently as Q3 2018.

Bartlett & Co Wealth Management first reported a position in AGZ in Q1 2018 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 819 shares of iShares Agency Bond ETF worth $89.5K as of Q2 2026.
  • iShares Agency Bond ETF was a new Bartlett & Co Wealth Management position in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Agency Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.