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Checchi Capital Advisers’s iShares Agency Bond ETF AGZ Stock Holding History

Checchi Capital 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 		$485K Sell
4,438
-2,185
-33% -$239K 0.02% 371
2026
Q1 		$727K Buy
6,623
+2,337
+55% +$257K 0.04% 269
2025
Q4 		$473K Sell
4,286
-40
-0.9% -$4.42K 0.02% 337
2025
Q3 		$477K Buy
4,326
+162
+4% +$17.8K 0.02% 335
2025
Q2 		$457K Sell
4,164
-1,539
-27% -$168K 0.03% 358
2025
Q1 		$624K Buy
5,703
+1,061
+23% +$115K 0.03% 285
2024
Q4 		$501K Buy
4,642
+268
+6% +$29.2K 0.03% 328
2024
Q3 		$483K Buy
4,374
+793
+22% +$86.8K 0.03% 337
2024
Q2 		$385K Sell
3,581
-80
-2% -$8.58K 0.02% 379
2024
Q1 		$396K Buy
3,661
+286
+8% +$30.9K 0.03% 379
2023
Q4 		$366K Buy
3,375
+1,292
+62% +$138K 0.03% 379
2023
Q3 		$220K Sell
2,083
-15
-0.7% -$1.6K 0.02% 474
2023
Q2 		$224K Sell
2,098
-501
-19% -$54K 0.02% 508
2023
Q1 		$281K Buy
2,599
+273
+12% +$29.4K 0.03% 432
2022
Q4 		$248K Sell
2,326
-2,641
-53% -$281K 0.03% 461
2022
Q3 		$529K Sell
4,967
-1,019
-17% -$111K 0.05% 253
2022
Q2 		$666K Sell
5,986
-2,854
-32% -$315K 0.06% 234
2022
Q1 		$993K Buy
8,840
+1,226
+16% +$141K 0.08% 157
2021
Q4 		$892K Buy
7,614
+462
+6% +$54.4K 0.08% 168
2021
Q3 		$847K Sell
7,152
-135
-2% -$16.1K 0.08% 158
2021
Q2 		$863K Buy
7,287
+827
+13% +$97.7K 0.09% 165
2021
Q1 		$761K Buy
6,460
+349
+6% +$41.4K 0.08% 175
2020
Q4 		$731K Buy
6,111
+322
+6% +$38.8K 0.08% 179
2020
Q3 		$701K Sell
5,789
-37
-0.6% -$4.49K 0.08% 156
2020
Q2 		$706K Sell
5,826
-759
-12% -$91.6K 0.08% 152
2020
Q1 		$794K Buy
6,585
+1,538
+30% +$181K 0.08% 118
2019
Q4 		$583K Sell
5,047
-699
-12% -$81.1K 0.08% 181
2019
Q3 		$670K Sell
5,746
-239
-4% -$27.7K 0.09% 149
2019
Q2 		$690K Buy
5,985
+499
+9% +$56.8K 0.09% 143
2019
Q1 		$623K Sell
5,486
-5,653
-51% -$635K 0.07% 156
2018
Q4 		$1.25M Buy
11,139
+4,269
+62% +$473K 0.16% 79
2018
Q3 		$761K Buy
6,870
+312
+5% +$34.6K 0.09% 150
2018
Q2 		$731K Buy
6,558
+422
+7% +$46.9K 0.09% 142
2018
Q1 		$687K Sell
6,136
-97
-2% -$10.8K 0.09% 144
2017
Q4 		$705K Buy
6,233
+112
+2% +$12.7K 0.09% 143
2017
Q3 		$696K Buy
6,121
+89
+1% +$10.1K 0.07% 130
2017
Q2 		$686K Buy
6,032
+21
+0.3% +$2.38K 0.07% 132
2017
Q1 		$680K Sell
6,011
-227
-4% -$25.6K 0.08% 133
2016
Q4 		$702K Buy
6,238
+28
+0.5% +$3.19K 0.09% 125
2016
Q3 		$718K Sell
6,210
-21
-0.3% -$2.43K 0.08% 119
2016
Q2 		$722K Buy
6,231
+265
+4% +$30.4K 0.08% 110
2016
Q1 		$685K Sell
5,966
-97
-2% -$11.1K 0.15% 111
2015
Q4 		$686K Sell
6,063
-46
-0.8% -$5.22K 0.17% 111
2015
Q3 		$697K Buy
6,109
+58
+1% +$6.58K 0.19% 96
2015
Q2 		$685K Buy
6,051
+356
+6% +$40.4K 0.18% 103
2015
Q1 		$650K Sell
5,695
-1,169
-17% -$133K 0.19% 105
2014
Q4 		$776K Buy
6,864
+1,731
+34% +$196K 0.29% 78
2014
Q3 		$576K Sell
5,133
-1,363
-21% -$153K 0.24% 89
2014
Q2 		$732K Buy
6,496
+2,083
+47% +$234K 0.33% 64
2014
Q1 		$492K Buy
4,413
+650
+17% +$72.4K 0.3% 69
2013
Q4 		$416K Buy
+3,763
New +$419K 0.32% 65

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Checchi Capital Advisers's AGZ Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares Agency Bond ETF (AGZ) stake by 33% in Q2 2026, selling an estimated $239K and leaving 4,438 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #371.

Checchi Capital Advisers first reported a position in AGZ in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.25M in Q4 2018. 78 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Checchi Capital Advisers held 4,438 shares of iShares Agency Bond ETF worth $485K as of Q2 2026.
  • Checchi Capital Advisers sold 2,185 iShares Agency Bond ETF shares in Q2 2026, an estimated $239K.
  • iShares Agency Bond ETF made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #371 holding.
  • Checchi Capital Advisers first reported a position in iShares Agency Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's iShares Agency Bond ETF position peaked at $1.25M in Q4 2018.
  • 78 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.