Farther Finance Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Farther Finance 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	$13.7K	Hold	125	–	–	﹤0.01%	4227
2026 Q1	$13.7K	Buy	+125	New	+$13.8K	﹤0.01%	3913
2024 Q4	–	Sell	-31	Closed	-$3.42K	–	4003
2024 Q3	$3.42K	Hold	31	–	–	﹤0.01%	2797
2024 Q2	$3.33K	Hold	31	–	–	﹤0.01%	2578
2024 Q1	$3.32K	Hold	31	–	–	﹤0.01%	2263
2023 Q4	$3.36K	Hold	31	–	–	﹤0.01%	2180
2023 Q3	$3.28K	Hold	31	–	–	﹤0.01%	1662
2023 Q2	$3.32K	Buy	+31	New	+$3.34K	﹤0.01%	1573

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Farther Finance Advisors's AGZ Position: Q2 2026 in Review

Farther Finance Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 125 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

Farther Finance Advisors first reported a position in AGZ in Q2 2023 and has held it in 8 quarters since. The position peaked at $13.7K in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Farther Finance Advisors held 125 shares of iShares Agency Bond ETF worth $13.7K as of Q2 2026.
Farther Finance Advisors left its iShares Agency Bond ETF share count unchanged in Q2 2026.
iShares Agency Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4227 holding.
Farther Finance Advisors first reported a position in iShares Agency Bond ETF in Q2 2023 and has held it in 8 quarters since.
Farther Finance Advisors's iShares Agency Bond ETF position peaked at $13.7K in Q1 2026.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.