Commonwealth Equity Services
AGZ icon

Commonwealth Equity Services’s iShares Agency Bond ETF AGZ Stock Holding History

Commonwealth Equity Services’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 		$769K Sell
7,039
-2,593
-27% -$283K ﹤0.01% 2930
2026
Q1 		$1.06M Buy
9,632
+348
+4% +$38.3K ﹤0.01% 2570
2025
Q4 		$1.02M Sell
9,284
-535
-5% -$59.1K ﹤0.01% 2551
2025
Q3 		$1.08M Buy
9,819
+58
+0.6% +$6.36K ﹤0.01% 2534
2025
Q2 		$1.07M Sell
9,761
-14,124
-59% -$1.54M ﹤0.01% 2503
2025
Q1 		$2.61M Sell
23,885
-429
-2% -$46.6K ﹤0.01% 1719
2024
Q4 		$2.63M Buy
24,314
+14,510
+148% +$1.58M ﹤0.01% 1679
2024
Q3 		$1.08M Buy
9,804
+1,487
+18% +$163K ﹤0.01% 2287
2024
Q2 		$895K Buy
8,317
+711
+9% +$76.3K ﹤0.01% 2370
2024
Q1 		$822K Sell
7,606
-46
-0.6% -$4.97K ﹤0.01% 2394
2023
Q4 		$830K Sell
7,652
-797
-9% -$84.8K ﹤0.01% 2302
2023
Q3 		$894K Sell
8,449
-12,794
-60% -$1.36M ﹤0.01% 2161
2023
Q2 		$2.27M Buy
21,243
+1,752
+9% +$189K ﹤0.01% 1537
2023
Q1 		$2.11K Buy
19,491
+12,983
+199% +$1.4M ﹤0.01% 1527
2022
Q4 		$692K Sell
6,508
-1,520
-19% -$162K ﹤0.01% 2210
2022
Q3 		$855K Sell
8,028
-1,442
-15% -$158K ﹤0.01% 2009
2022
Q2 		$1.04M Sell
9,470
-2,856
-23% -$315K ﹤0.01% 1860
2022
Q1 		$1.38M Sell
12,326
-3,493
-22% -$401K ﹤0.01% 1747
2021
Q4 		$1.85M Buy
15,819
+3,826
+32% +$451K ﹤0.01% 1552
2021
Q3 		$1.42M Sell
11,993
-253
-2% -$30.1K ﹤0.01% 1665
2021
Q2 		$1.45M Buy
12,246
+1,105
+10% +$131K ﹤0.01% 1644
2021
Q1 		$1.31M Buy
11,141
+4,226
+61% +$502K ﹤0.01% 1604
2020
Q4 		$826K Buy
6,915
+628
+10% +$75.6K ﹤0.01% 1787
2020
Q3 		$761K Sell
6,287
-45
-0.7% -$5.46K ﹤0.01% 1673
2020
Q2 		$766K Buy
6,332
+928
+17% +$112K ﹤0.01% 1585
2020
Q1 		$651K Sell
5,404
-376
-7% -$44.4K ﹤0.01% 1529
2019
Q4 		$668K Sell
5,780
-32
-0.6% -$3.71K ﹤0.01% 1684
2019
Q3 		$677K Sell
5,812
-319
-5% -$37K ﹤0.01% 1607
2019
Q2 		$706K Buy
6,131
+362
+6% +$41.2K ﹤0.01% 1564
2019
Q1 		$655K Buy
5,769
+94
+2% +$10.6K ﹤0.01% 1570
2018
Q4 		$636K Sell
5,675
-130
-2% -$14.4K ﹤0.01% 1482
2018
Q3 		$642K Buy
5,805
+38
+0.7% +$4.22K ﹤0.01% 1618
2018
Q2 		$643K Sell
5,767
-256
-4% -$28.4K ﹤0.01% 1580
2018
Q1 		$674K Sell
6,023
-337
-5% -$37.7K ﹤0.01% 1498
2017
Q4 		$719K Buy
+6,360
New +$721K ﹤0.01% 1428
2017
Q1 		– Sell
-3,091
Closed -$348K – 2414
2016
Q4 		$348K Buy
3,091
+428
+16% +$48.7K ﹤0.01% 1667
2016
Q3 		$308K Buy
2,663
+134
+5% +$15.5K ﹤0.01% 1695
2016
Q2 		$293K Buy
2,529
+374
+17% +$43K ﹤0.01% 1674
2016
Q1 		$248K Buy
2,155
+369
+21% +$42.1K ﹤0.01% 1772
2015
Q4 		$202K Sell
1,786
-33
-2% -$3.74K ﹤0.01% 1872
2015
Q3 		$207K Buy
+1,819
New +$206K ﹤0.01% 1808

Other funds holding AGZ

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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Commonwealth Equity Services's AGZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Agency Bond ETF (AGZ) stake by 27% in Q2 2026, selling an estimated $283K and leaving 7,039 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Commonwealth Equity Services first reported a position in AGZ in Q3 2015 and has held it in 41 quarters since. The position peaked at $2.63M in Q4 2024. 57 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Commonwealth Equity Services held 7,039 shares of iShares Agency Bond ETF worth $769K as of Q2 2026.
  • Commonwealth Equity Services sold 2,593 iShares Agency Bond ETF shares in Q2 2026, an estimated $283K.
  • iShares Agency Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2930 holding.
  • Commonwealth Equity Services first reported a position in iShares Agency Bond ETF in Q3 2015 and has held it in 41 quarters since.
  • Commonwealth Equity Services's iShares Agency Bond ETF position peaked at $2.63M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.