Maridea Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Maridea Wealth Management’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	$627K	Sell	5,711 -3,058	-35%	-$337K	0.09%	220
2025 Q4	$967K	Buy	8,769 +1,952	+29%	+$216K	0.15%	153
2025 Q3	$755K	Buy	6,817 +464	+7%	+$50.9K	0.12%	170
2025 Q2	$697K	Sell	6,353 -2,094	-25%	-$228K	0.18%	110
2025 Q1	$924K	Sell	8,447 -1,779	-17%	-$193K	0.3%	62
2024 Q4	$1.1M	Buy	+10,226	New	+$1.11M	0.36%	49

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Maridea Wealth Management's AGZ Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares Agency Bond ETF (AGZ) stake by 35% in Q1 2026, selling an estimated $337K and leaving 5,711 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #220.

Maridea Wealth Management first reported a position in AGZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

Maridea Wealth Management held 5,711 shares of iShares Agency Bond ETF worth $627K as of Q1 2026.
Maridea Wealth Management sold 3,058 iShares Agency Bond ETF shares in Q1 2026, an estimated $337K.
iShares Agency Bond ETF made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #220 holding.
Maridea Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares Agency Bond ETF position peaked at $1.1M in Q4 2024.
148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.