Cambridge Investment Research Advisors
AGZ icon

Cambridge Investment Research Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Cambridge Investment Research 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 		$573K Buy
5,245
+133
+3% +$14.5K ﹤0.01% 2833
2026
Q1 		$561K Buy
5,112
+419
+9% +$46.2K ﹤0.01% 2681
2025
Q4 		$517K Buy
4,693
+74
+2% +$8.17K ﹤0.01% 2687
2025
Q3 		$510K Sell
4,619
-202
-4% -$22.1K ﹤0.01% 2664
2025
Q2 		$529K Sell
4,821
-65
-1% -$7.09K ﹤0.01% 2497
2025
Q1 		$535K Buy
4,886
+39
+0.8% +$4.23K ﹤0.01% 2373
2024
Q4 		$523K Sell
4,847
-223
-4% -$24.3K ﹤0.01% 2390
2024
Q3 		$560K Sell
5,070
-1,047
-17% -$115K ﹤0.01% 2312
2024
Q2 		$658K Sell
6,117
-258
-4% -$27.7K ﹤0.01% 2072
2024
Q1 		$689K Sell
6,375
-40
-0.6% -$4.32K ﹤0.01% 2002
2023
Q4 		$696K Sell
6,415
-5,312
-45% -$565K ﹤0.01% 1911
2023
Q3 		$1.24M Buy
11,727
+3,230
+38% +$344K 0.01% 1428
2023
Q2 		$909K Buy
8,497
+373
+5% +$40.2K ﹤0.01% 1677
2023
Q1 		$879K Sell
8,124
-1,092
-12% -$117K ﹤0.01% 1660
2022
Q4 		$981K Sell
9,216
-1,161
-11% -$124K 0.01% 1525
2022
Q3 		$1.1M Buy
10,377
+824
+9% +$90.1K 0.01% 1405
2022
Q2 		$1.05M Sell
9,553
-791
-8% -$87.3K 0.01% 1447
2022
Q1 		$1.16M Sell
10,344
-3,729
-26% -$428K 0.01% 1468
2021
Q4 		$1.65M Sell
14,073
-4,159
-23% -$490K 0.01% 1254
2021
Q3 		$2.16M Buy
18,232
+948
+5% +$113K 0.01% 1060
2021
Q2 		$2.05M Buy
17,284
+4,163
+32% +$492K 0.01% 1103
2021
Q1 		$1.54M Buy
13,121
+250
+2% +$29.7K 0.01% 1155
2020
Q4 		$1.54M Sell
12,871
-1,109
-8% -$134K 0.01% 1064
2020
Q3 		$1.69M Sell
13,980
-6,366
-31% -$772K 0.01% 891
2020
Q2 		$2.46M Sell
20,346
-28,517
-58% -$3.44M 0.02% 683
2020
Q1 		$5.89M Buy
48,863
+8,542
+21% +$1.01M 0.06% 312
2019
Q4 		$4.66M Sell
40,321
-3,919
-9% -$455K 0.04% 494
2019
Q3 		$5.16M Sell
44,240
-13,429
-23% -$1.56M 0.05% 389
2019
Q2 		$6.64M Buy
57,669
+54,426
+1,678% +$6.2M 0.06% 307
2019
Q1 		$368K Sell
3,243
-48,424
-94% -$5.44M ﹤0.01% 1679
2018
Q4 		$5.79M Buy
51,667
+47,538
+1,151% +$5.26M 0.06% 275
2018
Q3 		$457K Sell
4,129
-7,574
-65% -$841K ﹤0.01% 1495
2018
Q2 		$1.3M Buy
11,703
+3,532
+43% +$392K 0.01% 841
2018
Q1 		$915K Buy
8,171
+4,239
+108% +$474K 0.01% 984
2017
Q4 		$445K Buy
3,932
+835
+27% +$94.7K 0.01% 1385
2017
Q3 		$352K Buy
3,097
+135
+5% +$15.4K ﹤0.01% 1464
2017
Q2 		$337K Sell
2,962
-1,775
-37% -$202K 0.01% 1443
2017
Q1 		$536K Buy
+4,737
New +$534K 0.01% 1031

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

Cambridge Investment Research Advisors's AGZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Agency Bond ETF (AGZ) stake by 2.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 5,245 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Cambridge Investment Research Advisors first reported a position in AGZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.64M in Q2 2019. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,245 shares of iShares Agency Bond ETF worth $573K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 133 iShares Agency Bond ETF shares in Q2 2026, an estimated $14.5K.
  • iShares Agency Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2833 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Agency Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's iShares Agency Bond ETF position peaked at $6.64M in Q2 2019.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

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