Liberty Square Wealth Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Liberty Square Wealth 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	–	Sell	-1,825	Closed	-$201K	–	142
2025 Q4	$201K	Sell	1,825 -13	-0.7%	-$1.44K	0.06%	144
2025 Q3	$203K	Sell	1,838 -3,335	-64%	-$366K	0.06%	142
2025 Q2	$567K	Hold	5,173	–	–	0.2%	69
2025 Q1	$566K	Sell	5,173 -462	-8%	-$50.2K	0.22%	70
2024 Q4	$610K	Buy	+5,635	New	+$613K	0.22%	68

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M 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 $786B AUM 40.34% 1-Year Est. Return

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

Liberty Square Wealth Partners's AGZ Position: Q1 2026 in Review

Liberty Square Wealth Partners sold out of iShares Agency Bond ETF (AGZ) in Q1 2026, closing a stake of 1,825 shares — an estimated $201K sold.

Liberty Square Wealth Partners first reported a position in AGZ in Q4 2024 and held it in 5 quarters. The position peaked at $610K in Q4 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

Liberty Square Wealth Partners reported no remaining iShares Agency Bond ETF position as of Q1 2026 after selling out during the quarter.
Liberty Square Wealth Partners sold 1,825 iShares Agency Bond ETF shares in Q1 2026, an estimated $201K.
Liberty Square Wealth Partners first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 5 quarters.
Liberty Square Wealth Partners's iShares Agency Bond ETF position peaked at $610K in Q4 2024.
148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.