Eagle Global Advisors
AGZ icon

Eagle Global Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Eagle Global Advisors’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
-5,230
Closed -$565K – 273
2024
Q4 		$565K Buy
5,230
+200
+4% +$21.8K 0.02% 188
2024
Q3 		$555K Hold
5,030
– – 0.03% 169
2024
Q2 		$541K Sell
5,030
-685
-12% -$73.5K 0.03% 172
2024
Q1 		$618K Hold
5,715
– – 0.03% 161
2023
Q4 		$620K Sell
5,715
-115
-2% -$12.2K 0.04% 162
2023
Q3 		$617K Hold
5,830
– – 0.04% 159
2023
Q2 		$624K Hold
5,830
– – 0.04% 159
2023
Q1 		$631K Buy
5,830
+115
+2% +$12.4K 0.04% 157
2022
Q4 		$608K Buy
+5,715
New +$608K 0.04% 154
2022
Q1 		– Sell
-2,485
Closed -$291K – 241
2021
Q4 		$291K Hold
2,485
– – 0.02% 207
2021
Q3 		$294K Buy
2,485
+470
+23% +$55.9K 0.02% 204
2021
Q2 		$239K Buy
2,015
+235
+13% +$27.8K 0.02% 231
2021
Q1 		$210K Buy
+1,780
New +$211K 0.02% 241

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
Mill Creek Capital Advisors
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 22.9% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Eagle Global Advisors's AGZ Position: Q1 2025 in Review

Eagle Global Advisors sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 5,230 shares — an estimated $565K sold.

Eagle Global Advisors first reported a position in AGZ in Q1 2021 and held it in 13 quarters. The position peaked at $631K in Q1 2023. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • Eagle Global Advisors reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Global Advisors sold 5,230 iShares Agency Bond ETF shares in Q1 2025, an estimated $565K.
  • Eagle Global Advisors first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 13 quarters.
  • Eagle Global Advisors's iShares Agency Bond ETF position peaked at $631K in Q1 2023.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on Eagle Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.