Mariner
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Mariner’s iShares Agency Bond ETF AGZ Stock Holding History

Mariner’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 		$227K Buy
+2,074
New +$227K ﹤0.01% 3052
2025
Q3 		– Sell
-2,324
Closed -$255K – 3551
2025
Q2 		$255K Sell
2,324
-37
-2% -$4.03K ﹤0.01% 2856
2025
Q1 		$258K Buy
+2,361
New +$256K ﹤0.01% 2772
2016
Q4 		– Sell
-47
Closed -$5K – 570
2016
Q3 		$5K Buy
+47
New +$5.43K ﹤0.01% 758

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

Mariner's AGZ Position: Q2 2026 in Review

Mariner opened a new position in iShares Agency Bond ETF (AGZ) in Q2 2026: 2,074 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #3052 among its holdings. This is a return to the name: Mariner previously reported a position in AGZ as recently as Q2 2025.

Mariner first reported a position in AGZ in Q3 2016 and has held it in 4 quarters since. The position peaked at $258K in Q1 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Mariner held 2,074 shares of iShares Agency Bond ETF worth $227K as of Q2 2026.
  • iShares Agency Bond ETF was a new Mariner position in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #3052 holding.
  • Mariner first reported a position in iShares Agency Bond ETF in Q3 2016 and has held it in 4 quarters since.
  • Mariner's iShares Agency Bond ETF position peaked at $258K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.