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

Bristlecone 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
2025
Q2 		– Sell
-24
Closed -$2.63K – 294
2025
Q1 		$2.63K Buy
+24
New +$2.61K ﹤0.01% 374

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $374B AUM 17.66% 1-Year Est. Return

Bristlecone Advisors's AGZ Position: Q2 2025 in Review

Bristlecone Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 24 shares — an estimated $2.63K sold.

Bristlecone Advisors first reported a position in AGZ in Q1 2025 and held it in 1 quarter. The position peaked at $2.63K in Q1 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Bristlecone Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 24 iShares Agency Bond ETF shares in Q2 2025, an estimated $2.63K.
  • Bristlecone Advisors first reported a position in iShares Agency Bond ETF in Q1 2025 and held it in 1 quarter.
  • Bristlecone Advisors's iShares Agency Bond ETF position peaked at $2.63K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.