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Legacy Wealth Management (Idaho)’s iShares Agency Bond ETF AGZ Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q4 		– Sell
-100
Closed -$11K – 925
2025
Q3 		$11K Buy
+100
New +$11K 0.01% 332

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AGZ Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 100 shares — an estimated $11K sold.

Legacy Wealth Management (Idaho) first reported a position in AGZ in Q3 2025 and held it in 1 quarter. The position peaked at $11K in Q3 2025. 150 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 iShares Agency Bond ETF shares in Q4 2025, an estimated $11K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Agency Bond ETF in Q3 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s iShares Agency Bond ETF position peaked at $11K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.