Fluent Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Fluent Financial’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	$4.21M	Buy	38,521 +2,236	+6%	+$244K	1.5%	19
2026 Q1	$3.99M	Sell	36,285 -2,076	-5%	-$229K	1.46%	19
2025 Q4	$4.23M	Buy	38,361 +1,614	+4%	+$178K	1.61%	19
2025 Q3	$4.06M	Buy	36,747 +2,847	+8%	+$312K	1.59%	21
2025 Q2	$3.72M	Buy	33,900 +8,298	+32%	+$905K	1.53%	20
2025 Q1	$2.8M	Buy	25,602 +2,569	+11%	+$279K	1.22%	26
2024 Q4	$2.49M	Sell	23,033 -437	-2%	-$47.5K	1.1%	27
2024 Q3	$2.59M	Buy	23,470 +3,488	+17%	+$382K	1.25%	27
2024 Q2	$2.15M	Buy	+19,982	New	+$2.14M	1.08%	29

Other funds holding AGZ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return