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CHB Investment Group’s iShares Agency Bond ETF AGZ Stock Holding History

CHB Investment 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
2025
Q2 		$3.18M Sell
29,015
-15
-0.1% -$1.64K 1.62% 33
2025
Q1 		$3.18M Buy
29,030
+660
+2% +$71.7K 1.69% 18
2024
Q4 		$3.06M Buy
28,370
+1,059
+4% +$115K 1.66% 12
2024
Q3 		$3.02M Buy
+27,311
New +$2.99M 1.6% 18

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CHB Investment Group's AGZ Position: Q2 2025 in Review

CHB Investment Group reduced its iShares Agency Bond ETF (AGZ) stake by 0.05% in Q2 2025, selling an estimated $1.64K and leaving 29,015 shares worth $3.18M. The position accounts for 1.62% of the portfolio, ranked #33.

CHB Investment Group first reported a position in AGZ in Q3 2024 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • CHB Investment Group held 29,015 shares of iShares Agency Bond ETF worth $3.18M as of Q2 2025.
  • CHB Investment Group sold 15 iShares Agency Bond ETF shares in Q2 2025, an estimated $1.64K.
  • iShares Agency Bond ETF made up 1.62% of CHB Investment Group's portfolio in Q2 2025, its #33 holding.
  • CHB Investment Group first reported a position in iShares Agency Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.