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Insight Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Insight Advisors’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 		$1.55M Buy
14,225
+507
+4% +$55.4K 0.27% 51
2026
Q1 		$1.51M Buy
13,718
+276
+2% +$30.4K 0.29% 49
2025
Q4 		$1.48M Buy
13,442
+37
+0.3% +$4.08K 0.22% 73
2025
Q3 		$1.48M Buy
13,405
+428
+3% +$46.9K 0.23% 70
2025
Q2 		$1.42M Sell
12,977
-11
-0.1% -$1.2K 0.23% 68
2025
Q1 		$1.42M Buy
12,988
+837
+7% +$90.9K 0.25% 63
2024
Q4 		$1.31M Buy
12,151
+2,653
+28% +$289K 0.22% 71
2024
Q3 		$1.05M Buy
9,498
+4,239
+81% +$464K 0.18% 91
2024
Q2 		$566K Buy
+5,259
New +$564K 0.1% 136

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Insight Advisors's AGZ Position: Q2 2026 in Review

Insight Advisors increased its iShares Agency Bond ETF (AGZ) stake by 3.7% in Q2 2026, buying an estimated $55.4K and bringing the position to 14,225 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #51.

Insight Advisors first reported a position in AGZ in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Insight Advisors held 14,225 shares of iShares Agency Bond ETF worth $1.55M as of Q2 2026.
  • Insight Advisors bought 507 iShares Agency Bond ETF shares in Q2 2026, an estimated $55.4K.
  • iShares Agency Bond ETF made up 0.27% of Insight Advisors's portfolio in Q2 2026, its #51 holding.
  • Insight Advisors first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.