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Independent Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-1,874
Closed -$220K – 782
2021
Q4 		$220K Sell
1,874
-178
-9% -$21K 0.02% 698
2021
Q3 		$243K Hold
2,052
– – 0.02% 603
2021
Q2 		$243K Hold
2,052
– – 0.03% 594
2021
Q1 		$242K Buy
+2,052
New +$244K 0.03% 535

Other funds holding AGZ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return

Independent Financial Group's AGZ Position: Q1 2022 in Review

Independent Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 1,874 shares — an estimated $220K sold.

Independent Financial Group first reported a position in AGZ in Q1 2021 and held it in 4 quarters. The position peaked at $243K in Q3 2021. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

  • Independent Financial Group reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 1,874 iShares Agency Bond ETF shares in Q1 2022, an estimated $220K.
  • Independent Financial Group first reported a position in iShares Agency Bond ETF in Q1 2021 and held it in 4 quarters.
  • Independent Financial Group's iShares Agency Bond ETF position peaked at $243K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.