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Golden State Equity Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Golden State Equity Partners’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 		– Sell
-58
Closed -$6.36K – 387
2026
Q1 		$6.36K Buy
+58
New +$6.39K ﹤0.01% 1413

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
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Pathstone Holdings
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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Golden State Equity Partners's AGZ Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Agency Bond ETF (AGZ) in Q2 2026, closing a stake of 58 shares — an estimated $6.36K sold.

Golden State Equity Partners first reported a position in AGZ in Q1 2026 and held it in 1 quarter. The position peaked at $6.36K in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Agency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 58 iShares Agency Bond ETF shares in Q2 2026, an estimated $6.36K.
  • Golden State Equity Partners first reported a position in iShares Agency Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Agency Bond ETF position peaked at $6.36K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.