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
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 $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth's AGZ Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Agency Bond ETF (AGZ) stake by 2.5% in Q1 2026, buying an estimated $8.48K and bringing the position to 3,162 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Focus Partners Wealth first reported a position in AGZ in Q2 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Focus Partners Wealth held 3,162 shares of iShares Agency Bond ETF worth $347K as of Q1 2026.
  • Focus Partners Wealth bought 77 iShares Agency Bond ETF shares in Q1 2026, an estimated $8.48K.
  • iShares Agency Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2114 holding.
  • Focus Partners Wealth first reported a position in iShares Agency Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.