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EP Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

EP Wealth 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
2026
Q2 		$7.57M Buy
69,239
+65,809
+1,919% +$7.19M 0.03% 316
2026
Q1 		$376K Buy
3,430
+1,028
+43% +$113K ﹤0.01% 1040
2025
Q4 		$265K Buy
+2,402
New +$265K ﹤0.01% 1209

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

EP Wealth Advisors's AGZ Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Agency Bond ETF (AGZ) stake by 1,919% in Q2 2026, buying an estimated $7.19M and bringing the position to 69,239 shares worth $7.57M. The position accounts for 0.03% of the portfolio, ranked #316.

EP Wealth Advisors first reported a position in AGZ in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • EP Wealth Advisors held 69,239 shares of iShares Agency Bond ETF worth $7.57M as of Q2 2026.
  • EP Wealth Advisors bought 65,809 iShares Agency Bond ETF shares in Q2 2026, an estimated $7.19M.
  • iShares Agency Bond ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • EP Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.