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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
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 $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

EP Wealth Advisors's AGZ Position: Q1 2026 in Review

EP Wealth Advisors increased its iShares Agency Bond ETF (AGZ) stake by 43% in Q1 2026, buying an estimated $113K and bringing the position to 3,430 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

EP Wealth Advisors first reported a position in AGZ in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • EP Wealth Advisors held 3,430 shares of iShares Agency Bond ETF worth $376K as of Q1 2026.
  • EP Wealth Advisors bought 1,028 iShares Agency Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares Agency Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1040 holding.
  • EP Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.