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Independent Solutions Wealth Management’s AGNC Investment AGNC Stock Holding History

Independent Solutions Wealth Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$107K – 186
2025
Q4 		$107K Hold
10,000
– – 0.02% 171
2025
Q3 		$97.9K Buy
+10,000
New +$96.9K 0.02% 176

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Solutions Wealth Management's AGNC Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 10,000 shares — an estimated $107K sold.

Independent Solutions Wealth Management first reported a position in AGNC in Q3 2025 and held it in 2 quarters. The position peaked at $107K in Q4 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,000 AGNC Investment shares in Q1 2026, an estimated $107K.
  • Independent Solutions Wealth Management first reported a position in AGNC Investment in Q3 2025 and held it in 2 quarters.
  • Independent Solutions Wealth Management's AGNC Investment position peaked at $107K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.