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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

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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