Founders Financial Alliance’s iShares Agency Bond ETF AGZ Stock Holding History

Founders Financial Alliance’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	$10.7K	Hold	98	–	–	﹤0.01%	687
2026 Q1	$10.8K	Hold	98	–	–	﹤0.01%	628
2025 Q4	$10.8K	Hold	98	–	–	﹤0.01%	503
2025 Q3	$10.8K	Hold	98	–	–	﹤0.01%	602
2025 Q2	$10.8K	Hold	98	–	–	﹤0.01%	456
2025 Q1	$10.7K	Hold	98	–	–	﹤0.01%	524
2024 Q4	$10.6K	Hold	98	–	–	﹤0.01%	477
2024 Q3	$10.8K	Hold	98	–	–	﹤0.01%	489
2024 Q2	$10.5K	Hold	98	–	–	﹤0.01%	469
2024 Q1	$10.6K	Hold	98	–	–	﹤0.01%	472
2023 Q4	$10.6K	Hold	98	–	–	﹤0.01%	426
2023 Q3	$10.4K	Hold	98	–	–	﹤0.01%	417
2023 Q2	$10.5K	Hold	98	–	–	﹤0.01%	446
2023 Q1	$10.6K	Hold	98	–	–	0.01%	401
2022 Q4	$10.4K	Hold	98	–	–	﹤0.01%	417
2022 Q3	$10K	Sell	98 -5	-5%	-$547	0.01%	415
2022 Q2	$11K	Sell	103 -202	-66%	-$22.3K	0.01%	431
2022 Q1	$34K	Hold	305	–	–	0.02%	342
2021 Q4	$36K	Hold	305	–	–	0.01%	374
2021 Q3	$36K	Sell	305 -45	-13%	-$5.35K	0.02%	347
2021 Q2	$42K	Buy	350 +247	+240%	+$29.2K	0.02%	355
2021 Q1	$13K	Buy	103 +5	+5%	+$594	0.01%	389
2020 Q4	$12K	Hold	98	–	–	0.01%	359
2020 Q3	$12K	Buy	+98	New	+$11.9K	0.01%	703

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

Founders Financial Alliance's AGZ Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 98 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Founders Financial Alliance first reported a position in AGZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $42K in Q2 2021. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Founders Financial Alliance held 98 shares of iShares Agency Bond ETF worth $10.7K as of Q2 2026.
Founders Financial Alliance left its iShares Agency Bond ETF share count unchanged in Q2 2026.
iShares Agency Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #687 holding.
Founders Financial Alliance first reported a position in iShares Agency Bond ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares Agency Bond ETF position peaked at $42K in Q2 2021.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.