Blue Trust Inc
AGZ icon

Blue Trust Inc’s iShares Agency Bond ETF AGZ Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-21
Closed -$2.32K – 2536
2025
Q3 		$2.32K Buy
+21
New +$2.3K ﹤0.01% 2132

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Raymond James Financial
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Bank of New York Mellon
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SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Mill Creek Capital Advisors
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Blue Trust Inc's AGZ Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 21 shares — an estimated $2.32K sold.

Blue Trust Inc first reported a position in AGZ in Q3 2025 and held it in 1 quarter. The position peaked at $2.32K in Q3 2025. 151 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 21 iShares Agency Bond ETF shares in Q4 2025, an estimated $2.32K.
  • Blue Trust Inc first reported a position in iShares Agency Bond ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's iShares Agency Bond ETF position peaked at $2.32K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.