CFD
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Creative Financial Designs’s iShares Agency Bond ETF AGZ Stock Holding History

Creative Financial Designs’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 		$596K Sell
5,455
-2,009
-27% -$220K 0.03% 373
2026
Q1 		$819K Sell
7,464
-1,002
-12% -$110K 0.05% 253
2025
Q4 		$933K Sell
8,466
-12
-0.1% -$1.32K 0.06% 238
2025
Q3 		$936K Sell
8,478
-2,418
-22% -$265K 0.06% 238
2025
Q2 		$1.2M Sell
10,896
-1,743
-14% -$190K 0.09% 196
2025
Q1 		$1.38M Buy
12,639
+3,099
+32% +$336K 0.11% 154
2024
Q4 		$1.03M Buy
9,540
+4,519
+90% +$492K 0.08% 195
2024
Q3 		$554K Sell
5,021
-556
-10% -$60.9K 0.05% 273
2024
Q2 		$600K Buy
5,577
+534
+11% +$57.3K 0.05% 247
2024
Q1 		$545K Buy
5,043
+2,253
+81% +$243K 0.05% 253
2023
Q4 		$302K Buy
2,790
+762
+38% +$81.1K 0.03% 306
2023
Q3 		$215K Buy
2,028
+1,003
+98% +$107K 0.03% 318
2023
Q2 		$110K Sell
1,025
-487
-32% -$52.5K 0.01% 465
2023
Q1 		$164K Sell
1,512
-12
-0.8% -$1.29K 0.02% 367
2022
Q4 		$162K Buy
1,524
+762
+100% +$81.1K 0.02% 354
2022
Q3 		$81K Sell
762
-959
-56% -$105K 0.01% 476
2022
Q2 		$189K Buy
1,721
+1,421
+474% +$157K 0.03% 301
2022
Q1 		$34K Buy
300
+60
+25% +$6.89K 0.01% 636
2021
Q4 		$28K Hold
240
– – ﹤0.01% 687
2021
Q3 		$28K Buy
+240
New +$28.6K ﹤0.01% 770
2021
Q1 		– Sell
-10
Closed -$1K – 1296
2020
Q4 		$1K Buy
+10
New +$1.2K ﹤0.01% 1163
2020
Q3 		– Sell
-1,003
Closed -$121K – 1197
2020
Q2 		$121K Buy
+1,003
New +$121K 0.04% 253

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Creative Financial Designs's AGZ Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Agency Bond ETF (AGZ) stake by 27% in Q2 2026, selling an estimated $220K and leaving 5,455 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #373.

Creative Financial Designs first reported a position in AGZ in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q1 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Creative Financial Designs held 5,455 shares of iShares Agency Bond ETF worth $596K as of Q2 2026.
  • Creative Financial Designs sold 2,009 iShares Agency Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares Agency Bond ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #373 holding.
  • Creative Financial Designs first reported a position in iShares Agency Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Creative Financial Designs's iShares Agency Bond ETF position peaked at $1.38M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.