Fidelity Investments
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Fidelity Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Fidelity Investments’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 		$29.5K Buy
270
+83
+44% +$9.07K ﹤0.01% 4529
2026
Q1 		$20.5K Sell
187
-37
-17% -$4.08K ﹤0.01% 4506
2025
Q4 		$24.7K Sell
224
-32
-13% -$3.53K ﹤0.01% 4390
2025
Q3 		$28.2K Buy
256
+16
+7% +$1.75K ﹤0.01% 4220
2025
Q2 		$26.3K Buy
240
+36
+18% +$3.92K ﹤0.01% 4179
2025
Q1 		$22.3K Hold
204
– – ﹤0.01% 4185
2024
Q4 		$22K Buy
204
+158
+343% +$17.2K ﹤0.01% 4172
2024
Q3 		$5.07K Buy
46
+28
+156% +$3.07K ﹤0.01% 4627
2024
Q2 		$1.94K Sell
18
-435
-96% -$46.7K ﹤0.01% 4727
2024
Q1 		$48.9K Buy
453
+451
+22,550% +$48.7K ﹤0.01% 3597
2023
Q4 		$217 Sell
2
-8
-80% -$851 ﹤0.01% 4880
2023
Q3 		$1.06K Buy
10
+9
+900% +$958 ﹤0.01% 4636
2023
Q2 		$107 Buy
+1
New +$108 ﹤0.01% 4953
2023
Q1 		– Sell
-1
Closed -$106 – 5256
2022
Q4 		$106 Buy
+1
New +$106 ﹤0.01% 4875
2022
Q3 		– Sell
-1
Closed – – 4806
2022
Q2 		$0 Sell
1
-88
-99% -$9.71K ﹤0.01% 4873
2022
Q1 		$10K Sell
89
-10
-10% -$1.15K ﹤0.01% 4245
2021
Q4 		$11K Sell
99
-4
-4% -$471 ﹤0.01% 3611
2021
Q3 		$12K Sell
103
-29
-22% -$3.45K ﹤0.01% 3558
2021
Q2 		$16K Buy
132
+11
+9% +$1.3K ﹤0.01% 3424
2021
Q1 		$14K Buy
121
+50
+70% +$5.94K ﹤0.01% 3313
2020
Q4 		$8K Buy
71
+10
+16% +$1.2K ﹤0.01% 3343
2020
Q3 		$7K Sell
61
-22
-27% -$2.67K ﹤0.01% 3236
2020
Q2 		$10K Buy
83
+1
+1% +$121 ﹤0.01% 3104
2020
Q1 		$10K Sell
82
-112
-58% -$13.2K ﹤0.01% 3105
2019
Q4 		$22K Buy
194
+50
+35% +$5.8K ﹤0.01% 3093
2019
Q3 		$17K Buy
144
+142
+7,100% +$16.5K ﹤0.01% 3100
2019
Q2 		$0 Sell
2
-158
-99% -$18K ﹤0.01% 3705
2019
Q1 		$18K Buy
+160
New +$18K ﹤0.01% 2994

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

Fidelity Investments's AGZ Position: Q2 2026 in Review

Fidelity Investments increased its iShares Agency Bond ETF (AGZ) stake by 44% in Q2 2026, buying an estimated $9.07K and bringing the position to 270 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

Fidelity Investments first reported a position in AGZ in Q1 2019 and has held it in 28 quarters since. The position peaked at $48.9K in Q1 2024. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Fidelity Investments held 270 shares of iShares Agency Bond ETF worth $29.5K as of Q2 2026.
  • Fidelity Investments bought 83 iShares Agency Bond ETF shares in Q2 2026, an estimated $9.07K.
  • iShares Agency Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4529 holding.
  • Fidelity Investments first reported a position in iShares Agency Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Fidelity Investments's iShares Agency Bond ETF position peaked at $48.9K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.