Cerity Partners
AGZ icon

Cerity Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Cerity Partners’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
-11,553
Closed -$1.27M – 3407
2026
Q1 		$1.27M Sell
11,553
-909
-7% -$100K ﹤0.01% 1729
2025
Q4 		$1.37M Hold
12,462
– – ﹤0.01% 1553
2025
Q3 		$1.38M Sell
12,462
-351
-3% -$38.5K ﹤0.01% 1455
2025
Q2 		$1.41M Buy
+12,813
New +$1.4M ﹤0.01% 1363
2024
Q4 		– Sell
-11,580
Closed -$1.28M – 2421
2024
Q3 		$1.28M Buy
11,580
+253
+2% +$27.7K ﹤0.01% 1295
2024
Q2 		$1.22M Sell
11,327
-58
-0.5% -$6.22K ﹤0.01% 1135
2024
Q1 		$1.23M Buy
11,385
+1,123
+11% +$121K ﹤0.01% 1185
2023
Q4 		$1.11M Sell
10,262
-1,198
-10% -$128K ﹤0.01% 947
2023
Q3 		$1.21M Sell
11,460
-32
-0.3% -$3.41K 0.01% 699
2023
Q2 		$1.23M Sell
11,492
-401
-3% -$43.3K ﹤0.01% 861
2023
Q1 		$1.29M Buy
11,893
+147
+1% +$15.8K ﹤0.01% 876
2022
Q4 		$1.25M Buy
+11,746
New +$1.25M 0.01% 639

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

Cerity Partners's AGZ Position: Q2 2026 in Review

Cerity Partners sold out of iShares Agency Bond ETF (AGZ) in Q2 2026, closing a stake of 11,553 shares — an estimated $1.27M sold.

Cerity Partners first reported a position in AGZ in Q4 2022 and held it in 12 quarters. The position peaked at $1.41M in Q2 2025. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Cerity Partners reported no remaining iShares Agency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 11,553 iShares Agency Bond ETF shares in Q2 2026, an estimated $1.27M.
  • Cerity Partners first reported a position in iShares Agency Bond ETF in Q4 2022 and held it in 12 quarters.
  • Cerity Partners's iShares Agency Bond ETF position peaked at $1.41M in Q2 2025.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.