Ignite Planners’s iShares Agency Bond ETF AGZ Stock Holding History

Ignite Planners’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	$1.02M	Buy	9,320 +86	+0.9%	+$9.4K	0.14%	160
2026 Q1	$1.01M	Buy	9,234 +405	+5%	+$44.6K	0.16%	149
2025 Q4	$974K	Buy	8,829 +24	+0.3%	+$2.65K	0.15%	147
2025 Q3	$972K	Sell	8,805 -94	-1%	-$10.3K	0.16%	135
2025 Q2	$970K	Buy	8,899 +622	+8%	+$67.8K	0.17%	132
2025 Q1	$905K	Sell	8,277 -4,978	-38%	-$540K	0.18%	134
2024 Q4	$1.43M	Buy	13,255 +1,010	+8%	+$110K	0.31%	74
2024 Q3	$1.35M	Buy	12,245 +4,199	+52%	+$460K	0.31%	80
2024 Q2	$868K	Buy	8,046 +1,205	+18%	+$129K	0.21%	99
2024 Q1	$733K	Buy	6,841 +1,693	+33%	+$183K	0.21%	109
2023 Q4	$557K	Buy	+5,148	New	+$548K	0.17%	140

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

Ignite Planners's AGZ Position: Q2 2026 in Review

Ignite Planners increased its iShares Agency Bond ETF (AGZ) stake by 0.93% in Q2 2026, buying an estimated $9.4K and bringing the position to 9,320 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #160.

Ignite Planners first reported a position in AGZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Ignite Planners held 9,320 shares of iShares Agency Bond ETF worth $1.02M as of Q2 2026.
Ignite Planners bought 86 iShares Agency Bond ETF shares in Q2 2026, an estimated $9.4K.
iShares Agency Bond ETF made up 0.14% of Ignite Planners's portfolio in Q2 2026, its #160 holding.
Ignite Planners first reported a position in iShares Agency Bond ETF in Q4 2023 and has held it in 11 quarters since.
Ignite Planners's iShares Agency Bond ETF position peaked at $1.43M in Q4 2024.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.