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Capstone Triton Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Capstone Triton Financial Group’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
Q1 		$1.67M Buy
15,212
+6,400
+73% +$705K 2.92% 10
2025
Q4 		$972K Sell
8,812
-6,014
-41% -$664K 0.64% 59
2025
Q3 		$1.64M Sell
14,826
-287
-2% -$31.5K 1.1% 38
2025
Q2 		$1.66M Buy
+15,113
New +$1.65M 1.2% 26
2024
Q4 		$1.78M Sell
16,499
-215
-1% -$23.4K 1.11% 29
2024
Q3 		$1.85M Sell
16,714
-90
-0.5% -$9.85K 1.18% 24
2024
Q2 		$1.81M Sell
16,804
-2,736
-14% -$293K 1.27% 24
2024
Q1 		$2.11M Sell
19,540
-2,864
-13% -$309K 1.5% 23
2023
Q4 		$2.43M Sell
22,404
-5,065
-18% -$539K 1.77% 18
2023
Q3 		$2.91M Buy
27,469
+172
+0.6% +$18.3K 2.12% 10
2023
Q2 		$2.92M Sell
27,297
-261
-0.9% -$28.2K 2.01% 9
2023
Q1 		$2.98M Sell
27,558
-5,860
-18% -$630K 2.24% 7
2022
Q4 		$3.56M Buy
33,418
+28
+0.1% +$2.98K 2.85% 3
2022
Q3 		$3.56M Buy
33,390
+431
+1% +$47.1K 3.04% 4
2022
Q2 		$3.63M Sell
32,959
-11,893
-27% -$1.31M 2.74% 6
2022
Q1 		$4.96M Buy
+44,852
New +$5.15M 3.46% 4
2021
Q4 		– Sell
-60,580
Closed -$7.14M – 88
2021
Q3 		$7.14M Sell
60,580
-6,807
-10% -$810K 4.29% 4
2021
Q2 		$7.98M Sell
67,387
-26,104
-28% -$3.09M 4.91% 3
2021
Q1 		$11M Sell
93,491
-10,617
-10% -$1.26M 7.27% 2
2020
Q4 		$12.4M Buy
+104,108
New +$12.5M 7.62% 2

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Capstone Triton Financial Group's AGZ Position: Q1 2026 in Review

Capstone Triton Financial Group increased its iShares Agency Bond ETF (AGZ) stake by 73% in Q1 2026, buying an estimated $705K and bringing the position to 15,212 shares worth $1.67M. The position accounts for 2.92% of the portfolio, ranked #10.

Capstone Triton Financial Group first reported a position in AGZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.4M in Q4 2020. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Capstone Triton Financial Group held 15,212 shares of iShares Agency Bond ETF worth $1.67M as of Q1 2026.
  • Capstone Triton Financial Group bought 6,400 iShares Agency Bond ETF shares in Q1 2026, an estimated $705K.
  • iShares Agency Bond ETF made up 2.92% of Capstone Triton Financial Group's portfolio in Q1 2026, its #10 holding.
  • Capstone Triton Financial Group first reported a position in iShares Agency Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's iShares Agency Bond ETF position peaked at $12.4M in Q4 2020.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.