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 Q3	$373K	Sell	3,506 -5,814	-62%	-$629K	0.05%	328
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Ignite Planners's AGZ Position: Q3 2026 in Review

Ignite Planners reduced its iShares Agency Bond ETF (AGZ) stake by 62% in Q3 2026, selling an estimated $629K and leaving 3,506 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #328.

Ignite Planners first reported a position in AGZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2024. 13 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

Ignite Planners held 3,506 shares of iShares Agency Bond ETF worth $373K as of Q3 2026.
Ignite Planners sold 5,814 iShares Agency Bond ETF shares in Q3 2026, an estimated $629K.
iShares Agency Bond ETF made up 0.05% of Ignite Planners's portfolio in Q3 2026, its #328 holding.
Ignite Planners first reported a position in iShares Agency Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ignite Planners's iShares Agency Bond ETF position peaked at $1.43M in Q4 2024.
13 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.