FVIM
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Fort Vancouver Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Fort Vancouver Investment Management’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 		$22.9K Hold
210
– – 0.01% 42
2026
Q1 		$23K Hold
210
– – 0.01% 40
2025
Q4 		$23.2K Buy
210
+18
+9% +$1.99K 0.01% 39
2025
Q3 		$21.2K Hold
192
– – 0.01% 39
2025
Q2 		$21.1K Hold
192
– – 0.01% 39
2025
Q1 		$21K Buy
192
+27
+16% +$2.93K 0.02% 43
2024
Q4 		$17.8K Hold
165
– – 0.02% 37
2024
Q3 		$18.2K Hold
165
– – 0.02% 38
2024
Q2 		$17.8K Buy
+165
New +$17.7K 0.02% 39

Other funds holding AGZ

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fort Vancouver Investment Management's AGZ Position: Q2 2026 in Review

Fort Vancouver Investment Management held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 210 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #42.

Fort Vancouver Investment Management first reported a position in AGZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.2K in Q4 2025. 65 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Fort Vancouver Investment Management held 210 shares of iShares Agency Bond ETF worth $22.9K as of Q2 2026.
  • Fort Vancouver Investment Management left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up 0.01% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #42 holding.
  • Fort Vancouver Investment Management first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fort Vancouver Investment Management's iShares Agency Bond ETF position peaked at $23.2K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.