Fiducient Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Fiducient 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	$1.59M	Sell	14,577 -28	-0.2%	-$3.06K	0.23%	65
2026 Q1	$1.6M	Buy	14,605 +1,050	+8%	+$116K	0.21%	61
2025 Q4	$1.49M	Buy	13,555 +289	+2%	+$31.9K	0.19%	75
2025 Q3	$1.46M	Buy	13,266 +465	+4%	+$51K	0.17%	69
2025 Q2	$1.4M	Sell	12,801 -31	-0.2%	-$3.38K	0.17%	71
2025 Q1	$1.4M	Buy	12,832 +292	+2%	+$31.7K	0.18%	62
2024 Q4	$1.35M	Buy	12,540 +1,067	+9%	+$116K	0.17%	55
2024 Q3	$1.27M	Hold	11,473	–	–	0.15%	63
2024 Q2	$1.23M	Buy	+11,473	New	+$1.23M	0.17%	52

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

Fiducient Advisors's AGZ Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Agency Bond ETF (AGZ) stake by 0.19% in Q2 2026, selling an estimated $3.06K and leaving 14,577 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #65.

Fiducient Advisors first reported a position in AGZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Fiducient Advisors held 14,577 shares of iShares Agency Bond ETF worth $1.59M as of Q2 2026.
Fiducient Advisors sold 28 iShares Agency Bond ETF shares in Q2 2026, an estimated $3.06K.
iShares Agency Bond ETF made up 0.23% of Fiducient Advisors's portfolio in Q2 2026, its #65 holding.
Fiducient Advisors first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fiducient Advisors's iShares Agency Bond ETF position peaked at $1.6M in Q1 2026.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.