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Jaffetilchin Investment Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Jaffetilchin Investment 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 		$3.92M Buy
35,690
+3,185
+10% +$351K 0.23% 76
2025
Q4 		$3.58M Buy
32,505
+6,064
+23% +$670K 0.21% 81
2025
Q3 		$2.92M Buy
26,441
+5,439
+26% +$596K 0.17% 91
2025
Q2 		$2.3M Buy
21,002
+2,178
+12% +$237K 0.15% 107
2025
Q1 		$2.06M Sell
18,824
-140,464
-88% -$15.3M 0.15% 112
2024
Q4 		$17.2M Buy
159,288
+6,153
+4% +$669K 1.25% 20
2024
Q3 		$16.9M Buy
153,135
+7,853
+5% +$860K 1.28% 19
2024
Q2 		$15.6M Buy
145,282
+5,938
+4% +$637K 1.34% 20
2024
Q1 		$15.1M Buy
139,344
+17,213
+14% +$1.86M 1.35% 19
2023
Q4 		$13.2M Sell
122,131
-17,597
-13% -$1.87M 1.29% 18
2023
Q3 		$14.8M Buy
139,728
+1,547
+1% +$165K 1.63% 14
2023
Q2 		$14.8M Buy
138,181
+33,734
+32% +$3.64M 1.56% 15
2023
Q1 		$11.3M Buy
+104,447
New +$11.2M 1.28% 15

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 $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 $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Jaffetilchin Investment Partners's AGZ Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Agency Bond ETF (AGZ) stake by 9.8% in Q1 2026, buying an estimated $351K and bringing the position to 35,690 shares worth $3.92M. The position accounts for 0.23% of the portfolio, ranked #76.

Jaffetilchin Investment Partners first reported a position in AGZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q4 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Jaffetilchin Investment Partners held 35,690 shares of iShares Agency Bond ETF worth $3.92M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 3,185 iShares Agency Bond ETF shares in Q1 2026, an estimated $351K.
  • iShares Agency Bond ETF made up 0.23% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #76 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Agency Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Jaffetilchin Investment Partners's iShares Agency Bond ETF position peaked at $17.2M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.