Impact Investors’s iShares Agency Bond ETF AGZ Stock Holding History

Impact Investors’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	$552K	Sell	5,050 -3,167	-39%	-$346K	0.4%	41
2026 Q1	$901K	Sell	8,217 -11,269	-58%	-$1.24M	0.63%	34
2025 Q4	$2.15M	Sell	19,486 -16,859	-46%	-$1.86M	1.49%	17
2025 Q3	$4.01M	Sell	36,345 -16,063	-31%	-$1.76M	2.64%	9
2025 Q2	$5.75M	Sell	52,408 -12,310	-19%	-$1.34M	4.06%	6
2025 Q1	$7.08M	Sell	64,718 -71,868	-53%	-$7.8M	5.51%	4
2024 Q4	$14.7M	Buy	+136,586	New	+$14.9M	11.44%	1

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

Impact Investors's AGZ Position: Q2 2026 in Review

Impact Investors reduced its iShares Agency Bond ETF (AGZ) stake by 39% in Q2 2026, selling an estimated $346K and leaving 5,050 shares worth $552K. The position accounts for 0.4% of the portfolio, ranked #41.

Impact Investors first reported a position in AGZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q4 2024. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Impact Investors held 5,050 shares of iShares Agency Bond ETF worth $552K as of Q2 2026.
Impact Investors sold 3,167 iShares Agency Bond ETF shares in Q2 2026, an estimated $346K.
iShares Agency Bond ETF made up 0.4% of Impact Investors's portfolio in Q2 2026, its #41 holding.
Impact Investors first reported a position in iShares Agency Bond ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's iShares Agency Bond ETF position peaked at $14.7M in Q4 2024.
138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.