CIBC Private Wealth Group
AGZ icon

CIBC Private Wealth Group’s iShares Agency Bond ETF AGZ Stock Holding History

CIBC Private Wealth 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
Q4 		$55.7K Sell
505
-50
-9% -$5.52K ﹤0.01% 1737
2025
Q3 		$61.3K Hold
555
– – ﹤0.01% 1704
2025
Q2 		$60.9K Hold
555
– – ﹤0.01% 1589
2025
Q1 		$60.6K Hold
555
– – ﹤0.01% 1565
2024
Q4 		$59.9K Sell
555
-25
-4% -$2.72K ﹤0.01% 1619
2024
Q3 		$64K Hold
580
– – ﹤0.01% 1678
2024
Q2 		$62.7K Hold
580
– – ﹤0.01% 1583
2024
Q1 		$62.2K Buy
+580
New +$62.6K ﹤0.01% 1580

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

CIBC Private Wealth Group's AGZ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Agency Bond ETF (AGZ) stake by 9% in Q4 2025, selling an estimated $5.52K and leaving 505 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

CIBC Private Wealth Group first reported a position in AGZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $64K in Q3 2024. 150 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

  • CIBC Private Wealth Group held 505 shares of iShares Agency Bond ETF worth $55.7K as of Q4 2025.
  • CIBC Private Wealth Group sold 50 iShares Agency Bond ETF shares in Q4 2025, an estimated $5.52K.
  • iShares Agency Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1737 holding.
  • CIBC Private Wealth Group first reported a position in iShares Agency Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares Agency Bond ETF position peaked at $64K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.