Jackson Hole Capital Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Jackson Hole Capital Partners’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	$10.8K	Hold	98	–	–	﹤0.01%	285
2025 Q4	$10.8K	Hold	98	–	–	﹤0.01%	281
2025 Q3	$10.8K	Hold	98	–	–	﹤0.01%	277
2025 Q2	$10.8K	Hold	98	–	–	﹤0.01%	257
2025 Q1	$10.7K	Hold	98	–	–	﹤0.01%	254
2024 Q4	$10.6K	Hold	98	–	–	﹤0.01%	252
2024 Q3	$10.8K	Hold	98	–	–	﹤0.01%	246
2024 Q2	$10.5K	Hold	98	–	–	﹤0.01%	250
2024 Q1	$10.6K	Hold	98	–	–	﹤0.01%	250
2023 Q4	$10.6K	Hold	98	–	–	﹤0.01%	250
2023 Q3	$10.4K	Hold	98	–	–	﹤0.01%	236
2023 Q2	$10.5K	Hold	98	–	–	﹤0.01%	252
2023 Q1	$10.6K	Hold	98	–	–	﹤0.01%	273
2022 Q4	$10.4K	Hold	98	–	–	﹤0.01%	238
2022 Q3	$10K	Buy	+98	New	+$10.7K	﹤0.01%	236

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Jackson Hole Capital Partners's AGZ Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares Agency Bond ETF (AGZ) position steady in Q1 2026 at 98 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Jackson Hole Capital Partners first reported a position in AGZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.8K in Q3 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

Jackson Hole Capital Partners held 98 shares of iShares Agency Bond ETF worth $10.8K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Agency Bond ETF share count unchanged in Q1 2026.
iShares Agency Bond ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #285 holding.
Jackson Hole Capital Partners first reported a position in iShares Agency Bond ETF in Q3 2022 and has held it in 15 quarters since.
Jackson Hole Capital Partners's iShares Agency Bond ETF position peaked at $10.8K in Q3 2024.
148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.