GDP
AGZ icon

Great Diamond Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Great Diamond 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 		$8.12M Buy
74,286
+2,838
+4% +$310K 1.4% 15
2026
Q1 		$7.84M Buy
71,448
+7,031
+11% +$775K 1.51% 13
2025
Q4 		$7.1M Buy
64,417
+826
+1% +$91.2K 1.37% 13
2025
Q3 		$7.02M Sell
63,591
-14,664
-19% -$1.61M 1.36% 13
2025
Q2 		$8.58M Buy
78,255
+275
+0.4% +$30K 1.81% 10
2025
Q1 		$8.53M Buy
77,980
+1,760
+2% +$191K 2.33% 8
2024
Q4 		$8.23M Buy
76,220
+778
+1% +$84.6K 2.13% 8
2024
Q3 		$8.33M Buy
75,442
+158
+0.2% +$17.3K 2.12% 7
2024
Q2 		$8.1M Sell
75,284
-2,204
-3% -$236K 1.9% 7
2024
Q1 		$8.37M Buy
77,488
+60
+0.1% +$6.48K 1.92% 7
2023
Q4 		$8.4M Buy
77,428
+1,912
+3% +$204K 2.07% 7
2023
Q3 		$7.99M Buy
75,516
+289
+0.4% +$30.8K 2.16% 7
2023
Q2 		$8.05M Buy
+75,227
New +$8.11M 2.12% 9

Other funds holding AGZ

AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Great Diamond Partners's AGZ Position: Q2 2026 in Review

Great Diamond Partners increased its iShares Agency Bond ETF (AGZ) stake by 4% in Q2 2026, buying an estimated $310K and bringing the position to 74,286 shares worth $8.12M. The position accounts for 1.4% of the portfolio, ranked #15.

Great Diamond Partners first reported a position in AGZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.58M in Q2 2025. 18 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Great Diamond Partners held 74,286 shares of iShares Agency Bond ETF worth $8.12M as of Q2 2026.
  • Great Diamond Partners bought 2,838 iShares Agency Bond ETF shares in Q2 2026, an estimated $310K.
  • iShares Agency Bond ETF made up 1.4% of Great Diamond Partners's portfolio in Q2 2026, its #15 holding.
  • Great Diamond Partners first reported a position in iShares Agency Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Great Diamond Partners's iShares Agency Bond ETF position peaked at $8.58M in Q2 2025.
  • 18 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.