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Daviman Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Daviman Financial’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 		$236K Sell
2,156
-76
-3% -$8.31K 0.13% 85
2026
Q1 		$245K Sell
2,232
-2,540
-53% -$280K 0.14% 76
2025
Q4 		$526K Buy
+4,772
New +$527K 0.31% 50

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Daviman Financial's AGZ Position: Q2 2026 in Review

Daviman Financial reduced its iShares Agency Bond ETF (AGZ) stake by 3.4% in Q2 2026, selling an estimated $8.31K and leaving 2,156 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #85.

Daviman Financial first reported a position in AGZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Daviman Financial held 2,156 shares of iShares Agency Bond ETF worth $236K as of Q2 2026.
  • Daviman Financial sold 76 iShares Agency Bond ETF shares in Q2 2026, an estimated $8.31K.
  • iShares Agency Bond ETF made up 0.13% of Daviman Financial's portfolio in Q2 2026, its #85 holding.
  • Daviman Financial first reported a position in iShares Agency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Daviman Financial's iShares Agency Bond ETF position peaked at $526K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.