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Harbour Investments’s iShares Agency Bond ETF AGZ Stock Holding History

Harbour Investments’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
2025
Q2 		– Sell
-453
Closed -$49.5K – 3607
2025
Q1 		$49.5K Hold
453
– – ﹤0.01% 1770
2024
Q4 		$48.9K Hold
453
– – ﹤0.01% 1723
2024
Q3 		$50K Hold
453
– – ﹤0.01% 1652
2024
Q2 		$48.7K Hold
453
– – ﹤0.01% 1561
2024
Q1 		$48.9K Hold
453
– – ﹤0.01% 1536
2023
Q4 		$49.1K Sell
453
-69
-13% -$7.34K ﹤0.01% 1469
2023
Q3 		$55.2K Sell
522
-322
-38% -$34.3K ﹤0.01% 1308
2023
Q2 		$90.3K Sell
844
-16
-2% -$1.73K ﹤0.01% 1101
2023
Q1 		$93K Buy
860
+32
+4% +$3.44K 0.01% 1078
2022
Q4 		$88.1K Sell
828
-26
-3% -$2.77K 0.01% 1066
2022
Q3 		$94K Hold
854
– – 0.01% 989
2022
Q2 		$94K Buy
+854
New +$94.2K 0.01% 989
2021
Q4 		$48K Sell
409
-67
-14% -$7.89K ﹤0.01% 1280
2021
Q3 		$56K Buy
476
+38
+9% +$4.52K ﹤0.01% 1702
2021
Q2 		$52K Sell
438
-91
-17% -$10.8K ﹤0.01% 1792
2021
Q1 		$62K Buy
+529
New +$62.8K ﹤0.01% 1550

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments's AGZ Position: Q2 2025 in Review

Harbour Investments sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 453 shares — an estimated $49.5K sold.

Harbour Investments first reported a position in AGZ in Q1 2021 and held it in 16 quarters. The position peaked at $94K in Q3 2022. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Harbour Investments reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Harbour Investments sold 453 iShares Agency Bond ETF shares in Q2 2025, an estimated $49.5K.
  • Harbour Investments first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 16 quarters.
  • Harbour Investments's iShares Agency Bond ETF position peaked at $94K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.