IA
AGZ icon

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
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 $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Insight Advisors's AGZ Position: Q1 2026 in Review

Insight Advisors increased its iShares Agency Bond ETF (AGZ) stake by 2.1% in Q1 2026, buying an estimated $30.4K and bringing the position to 13,718 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #49.

Insight Advisors first reported a position in AGZ in Q2 2024 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Insight Advisors held 13,718 shares of iShares Agency Bond ETF worth $1.51M as of Q1 2026.
  • Insight Advisors bought 276 iShares Agency Bond ETF shares in Q1 2026, an estimated $30.4K.
  • iShares Agency Bond ETF made up 0.29% of Insight Advisors's portfolio in Q1 2026, its #49 holding.
  • Insight Advisors first reported a position in iShares Agency Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.