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Legacy Private Trust’s iShares Agency Bond ETF AGZ Stock Holding History

Legacy Private Trust’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 		$245K Buy
+2,300
New +$249K 0.01% 249
2026
Q1 		– Sell
-2,450
Closed -$270K – 262
2025
Q4 		$270K Hold
2,450
– – 0.02% 236
2025
Q3 		$270K Buy
2,450
+100
+4% +$11K 0.02% 231
2025
Q2 		$258K Buy
+2,350
New +$256K 0.02% 225

Other funds holding AGZ

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Private Trust's AGZ Position: Q3 2026 in Review

Legacy Private Trust opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2026: 2,300 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Legacy Private Trust previously reported a position in AGZ as recently as Q4 2025.

Legacy Private Trust first reported a position in AGZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $270K in Q3 2025. 7 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • Legacy Private Trust held 2,300 shares of iShares Agency Bond ETF worth $245K as of Q3 2026.
  • iShares Agency Bond ETF was a new Legacy Private Trust position in Q3 2026.
  • iShares Agency Bond ETF made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #249 holding.
  • Legacy Private Trust first reported a position in iShares Agency Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's iShares Agency Bond ETF position peaked at $270K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.