Cambiar Investors’s iShares Agency Bond ETF AGZ Stock Holding History

Cambiar Investors’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	$1.07M	Buy	9,818 +132	+1%	+$14.4K	0.05%	130
2026 Q1	$1.06M	Buy	9,686 +1,769	+22%	+$195K	0.05%	124
2025 Q4	$873K	Sell	7,917 -11	-0.1%	-$1.22K	0.04%	123
2025 Q3	$875K	Sell	7,928 -13	-0.2%	-$1.43K	0.04%	122
2025 Q2	$871K	Sell	7,941 -380	-5%	-$41.4K	0.04%	128
2025 Q1	$911K	Buy	8,321 +2,059	+33%	+$224K	0.04%	132
2024 Q4	$676K	Buy	6,262 +40	+0.6%	+$4.35K	0.03%	139
2024 Q3	$687K	Sell	6,222 -12,416	-67%	-$1.36M	0.03%	132
2024 Q2	$2.01M	Hold	18,638	–	–	0.08%	121
2024 Q1	$2.01M	Sell	18,638 -2,521	-12%	-$272K	0.08%	129
2023 Q4	$2.29M	Buy	21,159 +38	+0.2%	+$4.04K	0.09%	125
2023 Q3	$2.23M	Buy	21,121 +56	+0.3%	+$5.96K	0.1%	118
2023 Q2	$2.25M	Sell	21,065 -17	-0.1%	-$1.83K	0.1%	113
2023 Q1	$2.28M	Buy	21,082 +373	+2%	+$40.1K	0.1%	116
2022 Q4	$2.2M	Hold	20,709	–	–	0.1%	116
2022 Q3	$2.21M	Hold	20,709	–	–	0.11%	91
2022 Q2	$2.28M	Sell	20,709 -173	-0.8%	-$19.1K	0.1%	92
2022 Q1	$2.35M	Sell	20,882 -13	-0.1%	-$1.49K	0.09%	125
2021 Q4	$2.45M	Hold	20,895	–	–	0.08%	124
2021 Q3	$2.48M	Hold	20,895	–	–	0.08%	127
2021 Q2	$2.47M	Buy	20,895 +1,645	+9%	+$194K	0.08%	139
2021 Q1	$2.27M	Sell	19,250 -5,650	-23%	-$671K	0.08%	137
2020 Q4	$2.98M	Buy	24,900 +10,063	+68%	+$1.21M	0.12%	94
2020 Q3	$1.8M	Sell	14,837 -627	-4%	-$76K	0.08%	135
2020 Q2	$1.87M	Sell	15,464 -228	-1%	-$27.5K	0.09%	121
2020 Q1	$1.89M	Sell	15,692 -239	-2%	-$28.2K	0.1%	96
2019 Q4	$1.84M	Hold	15,931	–	–	0.06%	129
2019 Q3	$1.86M	Hold	15,931	–	–	0.06%	129
2019 Q2	$1.84M	Sell	15,931 -1,040	-6%	-$118K	0.05%	131
2019 Q1	$1.93M	Buy	16,971 +1,575	+10%	+$177K	0.05%	136
2018 Q4	$1.73M	Sell	15,396 -413	-3%	-$45.7K	0.04%	150
2018 Q3	$1.75M	Sell	15,809 -18	-0.1%	-$2K	0.03%	145
2018 Q2	$1.76M	Sell	15,827 -10	-0.1%	-$1.11K	0.03%	144
2018 Q1	$1.77M	Sell	15,837 -1,335	-8%	-$149K	0.03%	137
2017 Q4	$1.94M	Sell	17,172 -5,863	-25%	-$665K	0.03%	139
2017 Q3	$2.62M	Hold	23,035	–	–	0.04%	140
2017 Q2	$2.62M	Buy	23,035 +195	+0.9%	+$22.2K	0.04%	143
2017 Q1	$2.58M	Buy	22,840 +464	+2%	+$52.3K	0.04%	136
2016 Q4	$2.52M	Buy	22,376 +2,619	+13%	+$298K	0.04%	136
2016 Q3	$2.28M	Buy	+19,757	New	+$2.28M	0.03%	142
2015 Q4	–	Sell	-17,569	Closed	-$2M	–	149
2015 Q3	$2M	Sell	17,569 -645	-4%	-$73.2K	0.03%	152
2015 Q2	$2.06M	Buy	18,214 +55	+0.3%	+$6.24K	0.03%	140
2015 Q1	$2.07M	Sell	18,159 -534	-3%	-$61K	0.03%	133
2014 Q4	$2.11M	Buy	18,693 +265	+1%	+$29.9K	0.03%	119
2014 Q3	$2.07M	Sell	18,428 -1,608	-8%	-$181K	0.03%	118
2014 Q2	$2.26M	Sell	20,036 -120	-0.6%	-$13.5K	0.03%	117
2014 Q1	$2.25M	Buy	20,156 +1,086	+6%	+$121K	0.03%	118
2013 Q4	$2.11M	Sell	19,070 -1,968	-9%	-$219K	0.03%	118
2013 Q3	$2.34M	Sell	21,038 -1,751	-8%	-$194K	0.04%	114
2013 Q2	$2.52M	Buy	+22,789	New	+$2.57M	0.04%	114

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambiar Investors's AGZ Position: Q2 2026 in Review

Cambiar Investors increased its iShares Agency Bond ETF (AGZ) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 9,818 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #130.

Cambiar Investors first reported a position in AGZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.98M in Q4 2020. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Cambiar Investors held 9,818 shares of iShares Agency Bond ETF worth $1.07M as of Q2 2026.
Cambiar Investors bought 132 iShares Agency Bond ETF shares in Q2 2026, an estimated $14.4K.
iShares Agency Bond ETF made up 0.05% of Cambiar Investors's portfolio in Q2 2026, its #130 holding.
Cambiar Investors first reported a position in iShares Agency Bond ETF in Q2 2013 and has held it in 50 quarters since.
Cambiar Investors's iShares Agency Bond ETF position peaked at $2.98M in Q4 2020.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.