Jones Financial Companies
AGZ icon

Jones Financial Companies’s iShares Agency Bond ETF AGZ Stock Holding History

Jones Financial Companies’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 		$155K Buy
1,414
+1,189
+528% +$130K ﹤0.01% 2683
2026
Q1 		$24.6K Buy
225
+83
+58% +$9.14K ﹤0.01% 3213
2025
Q4 		$15.7K Buy
142
+121
+576% +$13.4K ﹤0.01% 3034
2025
Q3 		$2.31K Buy
+21
New +$2.3K ﹤0.01% 3643
2025
Q1 		– Sell
-4
Closed -$432 – 3700
2024
Q4 		$432 Buy
+4
New +$435 ﹤0.01% 3244

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

Jones Financial Companies's AGZ Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Agency Bond ETF (AGZ) stake by 528% in Q2 2026, buying an estimated $130K and bringing the position to 1,414 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Jones Financial Companies first reported a position in AGZ in Q4 2024 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Jones Financial Companies held 1,414 shares of iShares Agency Bond ETF worth $155K as of Q2 2026.
  • Jones Financial Companies bought 1,189 iShares Agency Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares Agency Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2683 holding.
  • Jones Financial Companies first reported a position in iShares Agency Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.