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Blueline Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Blueline Advisors’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 		– Sell
-284
Closed -$31.2K – 261
2026
Q1 		$31.2K Buy
284
+153
+117% +$16.9K 0.02% 108
2025
Q4 		$14.4K Buy
+131
New +$14.5K 0.01% 155

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Blueline Advisors's AGZ Position: Q2 2026 in Review

Blueline Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2026, closing a stake of 284 shares — an estimated $31.2K sold.

Blueline Advisors first reported a position in AGZ in Q4 2025 and held it in 2 quarters. The position peaked at $31.2K in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Blueline Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Blueline Advisors sold 284 iShares Agency Bond ETF shares in Q2 2026, an estimated $31.2K.
  • Blueline Advisors first reported a position in iShares Agency Bond ETF in Q4 2025 and held it in 2 quarters.
  • Blueline Advisors's iShares Agency Bond ETF position peaked at $31.2K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.