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Heck Capital Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Heck Capital Advisors’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 		$1.07M Buy
9,797
+4,270
+77% +$467K 0.06% 121
2026
Q1 		$606K Sell
5,527
-1,184
-18% -$130K 0.05% 135
2025
Q4 		$740K Sell
6,711
-1,130
-14% -$125K 0.06% 125
2025
Q3 		$865K Buy
+7,841
New +$860K 0.07% 114

Other funds holding AGZ

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Heck Capital Advisors's AGZ Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares Agency Bond ETF (AGZ) stake by 77% in Q2 2026, buying an estimated $467K and bringing the position to 9,797 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #121.

Heck Capital Advisors first reported a position in AGZ in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Heck Capital Advisors held 9,797 shares of iShares Agency Bond ETF worth $1.07M as of Q2 2026.
  • Heck Capital Advisors bought 4,270 iShares Agency Bond ETF shares in Q2 2026, an estimated $467K.
  • iShares Agency Bond ETF made up 0.06% of Heck Capital Advisors's portfolio in Q2 2026, its #121 holding.
  • Heck Capital Advisors first reported a position in iShares Agency Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.