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
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 $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

Cetera Investment Advisers's AGZ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares Agency Bond ETF (AGZ) stake by 31% in Q1 2026, selling an estimated $622K and leaving 12,600 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Cetera Investment Advisers first reported a position in AGZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.3M in Q3 2025. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Cetera Investment Advisers held 12,600 shares of iShares Agency Bond ETF worth $1.38M as of Q1 2026.
  • Cetera Investment Advisers sold 5,643 iShares Agency Bond ETF shares in Q1 2026, an estimated $622K.
  • iShares Agency Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2623 holding.
  • Cetera Investment Advisers first reported a position in iShares Agency Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's iShares Agency Bond ETF position peaked at $4.3M in Q3 2025.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.