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Fiduciary Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Fiduciary Financial Group’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 		$274K Buy
2,509
+74
+3% +$8.09K 0.03% 311
2026
Q1 		$267K Hold
2,435
– – 0.04% 286
2025
Q4 		$268K Hold
2,435
– – 0.04% 273
2025
Q3 		$269K Buy
2,435
+10
+0.4% +$1.1K 0.04% 258
2025
Q2 		$265K Hold
2,425
– – 0.05% 246
2025
Q1 		$263K Sell
2,425
-485
-17% -$52.7K 0.06% 216
2024
Q4 		$313K Buy
2,910
+4
+0.1% +$435 0.07% 179
2024
Q3 		$318K Sell
2,906
-289
-9% -$31.6K 0.07% 194
2024
Q2 		$346K Buy
+3,195
New +$343K 0.08% 161

Other funds holding AGZ

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Fiduciary Financial Group's AGZ Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Agency Bond ETF (AGZ) stake by 3% in Q2 2026, buying an estimated $8.09K and bringing the position to 2,509 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #311.

Fiduciary Financial Group first reported a position in AGZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $346K in Q2 2024. 56 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Fiduciary Financial Group held 2,509 shares of iShares Agency Bond ETF worth $274K as of Q2 2026.
  • Fiduciary Financial Group bought 74 iShares Agency Bond ETF shares in Q2 2026, an estimated $8.09K.
  • iShares Agency Bond ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #311 holding.
  • Fiduciary Financial Group first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's iShares Agency Bond ETF position peaked at $346K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.