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 Q3	$1.58M	Buy	14,854 +629	+4%	+$68.1K	0.28%	48
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

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

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 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

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

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

Insight Advisors's AGZ Position: Q3 2026 in Review

Insight Advisors increased its iShares Agency Bond ETF (AGZ) stake by 4.4% in Q3 2026, buying an estimated $68.1K and bringing the position to 14,854 shares worth $1.58M. The position accounts for 0.28% of the portfolio, ranked #48.

Insight Advisors first reported a position in AGZ in Q2 2024 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

Insight Advisors held 14,854 shares of iShares Agency Bond ETF worth $1.58M as of Q3 2026.
Insight Advisors bought 629 iShares Agency Bond ETF shares in Q3 2026, an estimated $68.1K.
iShares Agency Bond ETF made up 0.28% of Insight Advisors's portfolio in Q3 2026, its #48 holding.
Insight Advisors first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.