Global Retirement Partners’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $270K | Buy |
+2,470
| New | +$270K | ﹤0.01% | 1393 |
|
|
2025
Q4 | $267K | Sell |
2,419
-4
| -0.2% | -$442 | ﹤0.01% | 1307 |
|
|
2025
Q3 | $267K | Sell |
2,423
-177
| -7% | -$19.4K | 0.01% | 1027 |
|
|
2025
Q2 | $285K | Buy |
+2,600
| New | +$283K | 0.01% | 930 |
|
|
2024
Q4 | $67.4K | Hold |
624
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q3 | $68.9K | Sell |
624
-5
| -0.8% | -$547 | ﹤0.01% | 1401 |
|
|
2024
Q2 | $67.7K | Sell |
629
-124
| -16% | -$13.3K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $81.4K | Sell |
753
-150
| -17% | -$16.2K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $97.8K | Buy |
903
+243
| +37% | +$25.9K | ﹤0.01% | 1056 |
|
|
2023
Q3 | $69.5K | Sell |
660
-449
| -40% | -$47.8K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $119K | Sell |
1,109
-409
| -27% | -$44.1K | 0.01% | 873 |
|
|
2023
Q1 | $165K | Buy |
1,518
+680
| +81% | +$73.1K | 0.01% | 741 |
|
|
2022
Q4 | $89.2K | Buy |
838
+357
| +74% | +$38K | 0.01% | 850 |
|
|
2022
Q3 | $51K | Buy |
481
+4
| +0.8% | +$437 | ﹤0.01% | 1005 |
|
|
2022
Q2 | $52K | Hold |
477
| – | – | ﹤0.01% | 976 |
|
|
2022
Q1 | $53K | Buy |
+477
| New | +$54.8K | ﹤0.01% | 973 |
|
|
2021
Q4 | – | Sell |
-262
| Closed | -$31K | – | 288 |
|
|
2021
Q3 | $31K | Buy |
262
+21
| +9% | +$2.5K | ﹤0.01% | 1028 |
|
|
2021
Q2 | $29K | Sell |
241
-51
| -17% | -$6.03K | ﹤0.01% | 1059 |
|
|
2021
Q1 | $34K | Sell |
292
-22
| -7% | -$2.61K | ﹤0.01% | 917 |
|
|
2020
Q4 | $38K | Sell |
314
-878
| -74% | -$106K | ﹤0.01% | 820 |
|
|
2020
Q3 | $144K | Sell |
1,192
-99
| -8% | -$12K | 0.02% | 415 |
|
|
2020
Q2 | $156K | Buy |
1,291
+888
| +220% | +$107K | 0.02% | 400 |
|
|
2020
Q1 | $49K | Sell |
403
-1,484
| -79% | -$175K | 0.01% | 565 |
|
|
2019
Q4 | $218K | Buy |
1,887
+24
| +1% | +$2.79K | 0.03% | 357 |
|
|
2019
Q3 | $217K | Buy |
1,863
+81
| +5% | +$9.39K | 0.04% | 353 |
|
|
2019
Q2 | $205K | Buy |
1,782
+49
| +3% | +$5.58K | 0.04% | 341 |
|
|
2019
Q1 | $197K | Sell |
1,733
-109
| -6% | -$12.2K | 0.05% | 303 |
|
|
2018
Q4 | $207K | Sell |
1,842
-71
| -4% | -$7.86K | 0.05% | 277 |
|
|
2018
Q3 | $212K | Sell |
1,913
-131
| -6% | -$14.5K | 0.05% | 287 |
|
|
2018
Q2 | $228K | Sell |
2,044
-50
| -2% | -$5.55K | 0.06% | 263 |
|
|
2018
Q1 | $235K | Buy |
2,094
+1,426
| +213% | +$159K | 0.06% | 259 |
|
|
2017
Q4 | $76K | Sell |
668
-68
| -9% | -$7.71K | 0.02% | 417 |
|
|
2017
Q3 | $84K | Sell |
736
-49
| -6% | -$5.58K | 0.03% | 339 |
|
|
2017
Q2 | $89K | Buy |
785
+65
| +9% | +$7.38K | 0.04% | 316 |
|
|
2017
Q1 | $81K | Sell |
720
-784
| -52% | -$88.4K | 0.05% | 310 |
|
|
2016
Q4 | $169K | Buy |
+1,504
| New | +$171K | 0.11% | 171 |
|
Other funds holding AGZ
TWM
B
Global Retirement Partners's AGZ Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Agency Bond ETF (AGZ) in Q2 2026: 2,470 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGZ as recently as Q4 2025.
Global Retirement Partners first reported a position in AGZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $285K in Q2 2025. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.
- Global Retirement Partners held 2,470 shares of iShares Agency Bond ETF worth $270K as of Q2 2026.
- iShares Agency Bond ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Agency Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1393 holding.
- Global Retirement Partners first reported a position in iShares Agency Bond ETF in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's iShares Agency Bond ETF position peaked at $285K in Q2 2025.
- 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.