Focus Partners Wealth
AGZ icon

Focus Partners Wealth’s iShares Agency Bond ETF AGZ Stock Holding History

Focus Partners Wealth’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 		– Sell
-3,162
Closed -$347K – 2764
2026
Q1 		$347K Buy
3,162
+77
+2% +$8.48K ﹤0.01% 2114
2025
Q4 		$340K Buy
3,085
+17
+0.6% +$1.88K ﹤0.01% 2161
2025
Q3 		$339K Hold
3,068
– – ﹤0.01% 1788
2025
Q2 		$337K Buy
+3,068
New +$334K ﹤0.01% 1619

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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 Partners Wealth's AGZ Position: Q2 2026 in Review

Focus Partners Wealth sold out of iShares Agency Bond ETF (AGZ) in Q2 2026, closing a stake of 3,162 shares — an estimated $347K sold.

Focus Partners Wealth first reported a position in AGZ in Q2 2025 and held it in 4 quarters. The position peaked at $347K in Q1 2026. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Focus Partners Wealth reported no remaining iShares Agency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 3,162 iShares Agency Bond ETF shares in Q2 2026, an estimated $347K.
  • Focus Partners Wealth first reported a position in iShares Agency Bond ETF in Q2 2025 and held it in 4 quarters.
  • Focus Partners Wealth's iShares Agency Bond ETF position peaked at $347K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.