Clearstead Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Clearstead Advisors’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	–	Sell	-218	Closed	-$24K	–	2259
2025 Q4	$24K	Hold	218	–	–	﹤0.01%	1659
2025 Q3	$24.1K	Sell	218 -162	-43%	-$17.8K	﹤0.01%	1559
2025 Q2	$41.7K	Buy	+380	New	+$41.4K	﹤0.01%	1338
2024 Q1	–	Sell	-103	Closed	-$11.2K	–	1545
2023 Q4	$11.2K	Buy	+103	New	+$11K	﹤0.01%	1039
2022 Q2	–	Sell	-381	Closed	-$43K	–	1267
2022 Q1	$43K	Sell	381 -853	-69%	-$98K	﹤0.01%	712
2021 Q4	$145K	Sell	1,234 -402	-25%	-$47.4K	0.01%	449
2021 Q3	$194K	Buy	1,636 +1,282	+362%	+$153K	0.01%	374
2021 Q2	$42K	Buy	+354	New	+$41.8K	﹤0.01%	587

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Clearstead Advisors's AGZ Position: Q1 2026 in Review

Clearstead Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2026, closing a stake of 218 shares — an estimated $24K sold.

Clearstead Advisors first reported a position in AGZ in Q2 2021 and held it in 8 quarters. The position peaked at $194K in Q3 2021. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

Clearstead Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 218 iShares Agency Bond ETF shares in Q1 2026, an estimated $24K.
Clearstead Advisors first reported a position in iShares Agency Bond ETF in Q2 2021 and held it in 8 quarters.
Clearstead Advisors's iShares Agency Bond ETF position peaked at $194K in Q3 2021.
148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.