EWM
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Evercore Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Evercore Wealth Management’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 		$302K Hold
2,765
– – ﹤0.01% 336
2026
Q1 		$303K Hold
2,765
– – ﹤0.01% 330
2025
Q4 		$305K Hold
2,765
– – ﹤0.01% 336
2025
Q3 		$305K Sell
2,765
-120
-4% -$13.2K ﹤0.01% 345
2025
Q2 		$316K Hold
2,885
– – ﹤0.01% 336
2025
Q1 		$316K Hold
2,885
– – 0.01% 330
2024
Q4 		$311K Hold
2,885
– – ﹤0.01% 339
2024
Q3 		$319K Sell
2,885
-100
-3% -$10.9K ﹤0.01% 334
2024
Q2 		$321K Hold
2,985
– – 0.01% 334
2024
Q1 		$323K Hold
2,985
– – 0.01% 331
2023
Q4 		$324K Hold
2,985
– – 0.01% 333
2023
Q3 		$316K Hold
2,985
– – 0.01% 310
2023
Q2 		$319K Hold
2,985
– – 0.01% 322
2023
Q1 		$323K Hold
2,985
– – 0.01% 316
2022
Q4 		$318K Buy
2,985
+40
+1% +$4.26K 0.01% 315
2022
Q3 		$314K Buy
2,945
+430
+17% +$47K 0.01% 309
2022
Q2 		$277K Sell
2,515
-625
-20% -$68.9K 0.01% 327
2022
Q1 		$353K Hold
3,140
– – 0.01% 324
2021
Q4 		$368K Buy
3,140
+60
+2% +$7.07K 0.01% 325
2021
Q3 		$365K Buy
3,080
+255
+9% +$30.3K 0.01% 330
2021
Q2 		$334K Hold
2,825
– – 0.01% 347
2021
Q1 		$333K Hold
2,825
– – 0.01% 349
2020
Q4 		$338K Hold
2,825
– – 0.01% 341
2020
Q3 		$342K Hold
2,825
– – 0.01% 306
2020
Q2 		$342K Hold
2,825
– – 0.01% 294
2020
Q1 		$341K Hold
2,825
– – 0.01% 279
2019
Q4 		$327K Sell
2,825
-425
-13% -$49.3K 0.01% 336
2019
Q3 		$379K Sell
3,250
-150
-4% -$17.4K 0.01% 299
2019
Q2 		$392K Sell
3,400
-2,570
-43% -$293K 0.01% 308
2019
Q1 		$678K Sell
5,970
-710
-11% -$79.8K 0.02% 237
2018
Q4 		$749K Hold
6,680
– – 0.03% 210
2018
Q3 		$740K Sell
6,680
-2,035
-23% -$226K 0.02% 234
2018
Q2 		$971K Buy
8,715
+140
+2% +$15.6K 0.03% 203
2018
Q1 		$961K Hold
8,575
– – 0.04% 186
2017
Q4 		$970K Buy
8,575
+1,885
+28% +$214K 0.04% 191
2017
Q3 		$760K Buy
6,690
+15
+0.2% +$1.71K 0.03% 205
2017
Q2 		$759K Hold
6,675
– – 0.03% 206
2017
Q1 		$755K Hold
6,675
– – 0.03% 212
2016
Q4 		$752K Sell
6,675
-8,550
-56% -$973K 0.03% 209
2016
Q3 		$1.76M Buy
15,225
+500
+3% +$57.8K 0.07% 142
2016
Q2 		$1.71M Buy
14,725
+290
+2% +$33.3K 0.08% 142
2016
Q1 		$1.66M Sell
14,435
-15
-0.1% -$1.71K 0.07% 137
2015
Q4 		$1.64M Sell
14,450
-3,410
-19% -$387K 0.08% 144
2015
Q3 		$2.04M Hold
17,860
– – 0.1% 122
2015
Q2 		$2.02M Buy
17,860
+7,430
+71% +$843K 0.09% 135
2015
Q1 		$1.19M Buy
10,430
+7,150
+218% +$816K 0.05% 176
2014
Q4 		$371K Sell
3,280
-1,150
-26% -$130K 0.02% 285
2014
Q3 		$497K Sell
4,430
-35
-0.8% -$3.94K 0.02% 262
2014
Q2 		$503K Hold
4,465
– – 0.03% 264
2014
Q1 		$498K Sell
4,465
-225
-5% -$25.1K 0.03% 259
2013
Q4 		$518K Buy
4,690
+115
+3% +$12.8K 0.03% 253
2013
Q3 		$509K Buy
4,575
+1,500
+49% +$166K 0.03% 275
2013
Q2 		$340K Buy
+3,075
New +$347K 0.02% 336

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

Evercore Wealth Management's AGZ Position: Q2 2026 in Review

Evercore Wealth Management held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 2,765 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Evercore Wealth Management first reported a position in AGZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.04M in Q3 2015. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Evercore Wealth Management held 2,765 shares of iShares Agency Bond ETF worth $302K as of Q2 2026.
  • Evercore Wealth Management left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Evercore Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's iShares Agency Bond ETF position peaked at $2.04M in Q3 2015.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.