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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 138 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.
138 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.