Creative Planning
AGZ icon

Creative Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Creative Planning’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
Q1 		– Sell
-2,114
Closed -$228K – 3465
2024
Q4 		$228K Buy
+2,114
New +$230K ﹤0.01% 2879
2017
Q3 		– Sell
-8
Closed -$1K – 1920
2017
Q2 		$1K Sell
8
-28
-78% -$3.18K ﹤0.01% 4397
2017
Q1 		$4K Buy
+36
New +$4.06K ﹤0.01% 4025
2016
Q4 		– Sell
-61
Closed -$7K – 4598
2016
Q3 		$7K Sell
61
-211
-78% -$24.4K ﹤0.01% 3701
2016
Q2 		$32K Buy
272
+245
+907% +$28.1K ﹤0.01% 2440
2016
Q1 		$3K Buy
+27
New +$3.08K ﹤0.01% 3779
2015
Q4 		– Sell
-136
Closed -$16K – 4387
2015
Q3 		$16K Buy
+136
New +$15.4K ﹤0.01% 2885
2015
Q1 		– Sell
-125
Closed -$14K – 4192
2014
Q4 		$14K Buy
+125
New +$14.1K ﹤0.01% 2893
2014
Q2 		– Sell
-61
Closed -$7K – 3756
2014
Q1 		$7K Buy
+61
New +$6.8K ﹤0.01% 2906

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Creative Planning's AGZ Position: Q1 2025 in Review

Creative Planning sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 2,114 shares — an estimated $228K sold.

Creative Planning first reported a position in AGZ in Q1 2014 and held it in 9 quarters. The position peaked at $228K in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • Creative Planning reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 2,114 iShares Agency Bond ETF shares in Q1 2025, an estimated $228K.
  • Creative Planning first reported a position in iShares Agency Bond ETF in Q1 2014 and held it in 9 quarters.
  • Creative Planning's iShares Agency Bond ETF position peaked at $228K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.