IFP Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

IFP 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	$1.86K	Sell	17 -222	-93%	-$24.3K	﹤0.01%	4265
2026 Q1	$26.2K	Sell	239 -138	-37%	-$15.2K	﹤0.01%	2632
2025 Q4	$41.6K	Hold	377	–	–	﹤0.01%	2295
2025 Q3	$41.6K	Sell	377 -488	-56%	-$53.5K	﹤0.01%	2172
2025 Q2	$95K	Hold	865	–	–	﹤0.01%	1669
2025 Q1	$94.7K	Buy	865 +158	+22%	+$17.2K	﹤0.01%	1560
2024 Q4	$76.3K	Buy	+707	New	+$76.9K	﹤0.01%	1607
2023 Q4	–	Sell	-3,281	Closed	-$347K	–	3044
2023 Q3	$347K	Buy	3,281 +2,272	+225%	+$242K	0.02%	723
2023 Q2	$108K	Sell	1,009 -278	-22%	-$30K	﹤0.01%	1284
2023 Q1	$146K	Sell	1,287 -519	-29%	-$55.8K	0.01%	1075
2022 Q4	$212K	Sell	1,806 -22,199	-92%	-$2.36M	0.01%	1320
2022 Q3	$2.75M	Sell	24,005 -199	-0.8%	-$21.8K	0.07%	299
2022 Q2	$2.77M	Hold	24,204	–	–	0.09%	265
2022 Q1	$2.77M	Buy	24,204 +1,459	+6%	+$168K	0.09%	265
2021 Q4	$2.68M	Buy	22,745 +1,114	+5%	+$131K	0.05%	204
2021 Q3	$2.57M	Buy	21,631 +3,925	+22%	+$467K	0.05%	211
2021 Q2	$2.09M	Buy	17,706 +1,621	+10%	+$192K	0.04%	234
2021 Q1	$1.89M	Buy	16,085 +15,966	+13,417%	+$1.9M	0.04%	228
2020 Q4	$14K	Sell	119 -94	-44%	-$11.3K	﹤0.01%	1918
2020 Q3	$26K	Buy	213 +38	+22%	+$4.61K	﹤0.01%	1530
2020 Q2	$21K	Buy	175 +20	+13%	+$2.41K	﹤0.01%	1543
2020 Q1	$18K	Buy	155 +29	+23%	+$3.42K	﹤0.01%	1517
2019 Q4	$15K	Sell	126 -106	-46%	-$12.3K	﹤0.01%	1742
2019 Q3	$27K	Buy	+232	New	+$26.9K	﹤0.01%	1631
2019 Q1	$42K	Sell	368 -639	-63%	-$71.8K	0.01%	1034
2018 Q4	$113K	Buy	1,007 +52	+5%	+$5.76K	0.01%	1130
2018 Q3	$106K	Buy	955 +35	+4%	+$3.88K	﹤0.01%	1436
2018 Q2	$103K	Buy	920 +597	+185%	+$66.3K	﹤0.01%	1459
2018 Q1	$37K	Hold	323	–	–	﹤0.01%	1987
2017 Q4	$37K	Sell	323 -19	-6%	-$2.15K	﹤0.01%	2007
2017 Q3	$39K	Sell	342 -2	-0.6%	-$228	﹤0.01%	2142
2017 Q2	$39K	Buy	344 +8	+2%	+$909	﹤0.01%	2127
2017 Q1	$38K	Sell	336 -746	-69%	-$84.1K	﹤0.01%	2078
2016 Q4	$122K	Sell	1,082 -417	-28%	-$47.5K	0.01%	1324
2016 Q3	$173K	Sell	1,499 -2,055	-58%	-$237K	0.01%	1066
2016 Q2	$412K	Buy	3,554 +3,186	+866%	+$366K	0.02%	617
2016 Q1	$42K	Sell	368 -3,995	-92%	-$456K	0.01%	1034
2015 Q4	$494K	Buy	+4,363	New	+$495K	0.03%	504

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

IFP Advisors's AGZ Position: Q2 2026 in Review

IFP Advisors reduced its iShares Agency Bond ETF (AGZ) stake by 93% in Q2 2026, selling an estimated $24.3K and leaving 17 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

IFP Advisors first reported a position in AGZ in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.77M in Q2 2022. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

IFP Advisors held 17 shares of iShares Agency Bond ETF worth $1.86K as of Q2 2026.
IFP Advisors sold 222 iShares Agency Bond ETF shares in Q2 2026, an estimated $24.3K.
iShares Agency Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4265 holding.
IFP Advisors first reported a position in iShares Agency Bond ETF in Q4 2015 and has held it in 38 quarters since.
IFP Advisors's iShares Agency Bond ETF position peaked at $2.77M in Q2 2022.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.