Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Agency Bond ETF AGZ Stock Holding History

Cetera Investment Advisers’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 		$986K Sell
9,019
-3,581
-28% -$391K ﹤0.01% 3073
2026
Q1 		$1.38M Sell
12,600
-5,643
-31% -$622K ﹤0.01% 2623
2025
Q4 		$2.01M Sell
18,243
-20,758
-53% -$2.29M ﹤0.01% 2203
2025
Q3 		$4.3M Buy
39,001
+35,257
+942% +$3.87M 0.01% 1527
2025
Q2 		$411K Sell
3,744
-14,409
-79% -$1.57M ﹤0.01% 3123
2025
Q1 		$1.99M Sell
18,153
-390
-2% -$42.3K ﹤0.01% 1753
2024
Q4 		$2M Buy
18,543
+14,630
+374% +$1.59M ﹤0.01% 1658
2024
Q3 		$432K Sell
3,913
-4,681
-54% -$512K ﹤0.01% 2767
2024
Q2 		$925K Sell
8,594
-1,745
-17% -$187K ﹤0.01% 2131
2024
Q1 		$1.12M Buy
10,339
+7,177
+227% +$775K ﹤0.01% 1985
2023
Q4 		$343K Sell
3,162
-47
-1% -$5K ﹤0.01% 1710
2023
Q3 		$340K Sell
3,209
-3,911
-55% -$416K ﹤0.01% 1641
2023
Q2 		$762K Buy
+7,120
New +$768K 0.01% 1206
2022
Q4 		– Sell
-6,816
Closed -$726K – 2110
2022
Q3 		$726K Buy
6,816
+2,863
+72% +$313K 0.01% 842
2022
Q2 		$435K Buy
3,953
+36
+0.9% +$3.97K 0.01% 1190
2022
Q1 		$440K Buy
3,917
+55
+1% +$6.32K 0.01% 1245
2021
Q4 		$453K Sell
3,862
-512
-12% -$60.3K 0.01% 1242
2021
Q3 		$518K Buy
+4,374
New +$520K 0.01% 1122

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

Cetera Investment Advisers's AGZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Agency Bond ETF (AGZ) stake by 28% in Q2 2026, selling an estimated $391K and leaving 9,019 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Cetera Investment Advisers first reported a position in AGZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.3M in Q3 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Cetera Investment Advisers held 9,019 shares of iShares Agency Bond ETF worth $986K as of Q2 2026.
  • Cetera Investment Advisers sold 3,581 iShares Agency Bond ETF shares in Q2 2026, an estimated $391K.
  • iShares Agency Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3073 holding.
  • Cetera Investment Advisers first reported a position in iShares Agency Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Cetera Investment Advisers's iShares Agency Bond ETF position peaked at $4.3M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.