Focus Financial Network
AGZ icon

Focus Financial Network’s iShares Agency Bond ETF AGZ Stock Holding History

Focus Financial Network’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
Q3 		$2.62M Buy
24,636
+242
+1% +$26.2K 0.08% 188
2026
Q2 		$2.67M Buy
24,394
+149
+0.6% +$16.3K 0.08% 186
2026
Q1 		$2.66M Buy
24,245
+5,034
+26% +$555K 0.1% 169
2025
Q4 		$2.12M Sell
19,211
-40
-0.2% -$4.42K 0.07% 203
2025
Q3 		$2.12M Buy
19,251
+88
+0.5% +$9.65K 0.08% 196
2025
Q2 		$2.1M Sell
19,163
-1,254
-6% -$137K 0.08% 186
2025
Q1 		$2.23M Buy
20,417
+375
+2% +$40.7K 0.09% 170
2024
Q4 		$2.16M Buy
20,042
+316
+2% +$34.4K 0.09% 172
2024
Q3 		$2.18M Buy
19,726
+1,684
+9% +$184K 0.09% 176
2024
Q2 		$1.96M Buy
18,042
+1,855
+11% +$199K 0.08% 180
2024
Q1 		$1.73M Buy
16,187
+1,187
+8% +$128K 0.08% 186
2023
Q4 		$1.63M Buy
15,000
+672
+5% +$71.5K 0.06% 237
2023
Q3 		$1.52M Buy
14,328
+329
+2% +$35K 0.09% 178
2023
Q2 		$1.5M Buy
13,999
+3,434
+33% +$370K 0.08% 180
2023
Q1 		$1.14M Buy
+10,565
New +$1.14M 0.07% 209

Other funds holding AGZ

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Focus Financial Network's AGZ Position: Q3 2026 in Review

Focus Financial Network increased its iShares Agency Bond ETF (AGZ) stake by 0.99% in Q3 2026, buying an estimated $26.2K and bringing the position to 24,636 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #188.

Focus Financial Network first reported a position in AGZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.67M in Q2 2026. 13 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • Focus Financial Network held 24,636 shares of iShares Agency Bond ETF worth $2.62M as of Q3 2026.
  • Focus Financial Network bought 242 iShares Agency Bond ETF shares in Q3 2026, an estimated $26.2K.
  • iShares Agency Bond ETF made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #188 holding.
  • Focus Financial Network first reported a position in iShares Agency Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Focus Financial Network's iShares Agency Bond ETF position peaked at $2.67M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.