CM
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Columbus Macro’s iShares Agency Bond ETF AGZ Stock Holding History

Columbus Macro’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 		– Sell
-16,538
Closed -$1.81M – 209
2025
Q1 		$1.81M Sell
16,538
-378
-2% -$41K 0.24% 122
2024
Q4 		$1.83M Buy
+16,916
New +$1.84M 0.25% 120
2024
Q3 		– Sell
-4,819
Closed -$519K – 181
2024
Q2 		$519K Sell
4,819
-9
-0.2% -$965 0.2% 132
2024
Q1 		$522K Buy
4,828
+90
+2% +$9.72K 0.2% 137
2023
Q4 		$514K Sell
4,738
-24
-0.5% -$2.55K 0.2% 134
2023
Q3 		$504K Sell
4,762
-5,349
-53% -$569K 0.21% 127
2023
Q2 		$1.08M Buy
+10,111
New +$1.09M 0.43% 74
2022
Q4 		– Sell
-9,980
Closed -$1.06M – 168
2022
Q3 		$1.06M Buy
9,980
+3,037
+44% +$332K 0.44% 81
2022
Q2 		$764K Buy
6,943
+25
+0.4% +$2.76K 0.29% 98
2022
Q1 		$777K Buy
6,918
+27
+0.4% +$3.1K 0.27% 105
2021
Q4 		$807K Sell
6,891
-261
-4% -$30.7K 0.27% 105
2021
Q3 		$847K Buy
+7,152
New +$851K 0.28% 97

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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $374B AUM 17.66% 1-Year Est. Return

Columbus Macro's AGZ Position: Q2 2025 in Review

Columbus Macro sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 16,538 shares — an estimated $1.81M sold.

Columbus Macro first reported a position in AGZ in Q3 2021 and held it in 12 quarters. The position peaked at $1.83M in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Columbus Macro reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Columbus Macro sold 16,538 iShares Agency Bond ETF shares in Q2 2025, an estimated $1.81M.
  • Columbus Macro first reported a position in iShares Agency Bond ETF in Q3 2021 and held it in 12 quarters.
  • Columbus Macro's iShares Agency Bond ETF position peaked at $1.83M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Columbus Macro's 13F filing for Q2 2025, filed 23 Jul 2025.