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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
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

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

Focus Financial Network's AGZ Position: Q2 2026 in Review

Focus Financial Network increased its iShares Agency Bond ETF (AGZ) stake by 0.61% in Q2 2026, buying an estimated $16.3K and bringing the position to 24,394 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #186.

Focus Financial Network first reported a position in AGZ in Q1 2023 and has held it in 14 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Focus Financial Network held 24,394 shares of iShares Agency Bond ETF worth $2.67M as of Q2 2026.
  • Focus Financial Network bought 149 iShares Agency Bond ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Agency Bond ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #186 holding.
  • Focus Financial Network first reported a position in iShares Agency Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.