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MassMutual Private Wealth & Trust’s iShares Agency Bond ETF AGZ Stock Holding History

MassMutual Private Wealth & 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 		$1.07M Buy
+10,001
New +$1.08M 0.03% 239
2023
Q4 		– Sell
-6,764
Closed -$716K – 1953
2023
Q3 		$716K Buy
6,764
+595
+10% +$63.3K 0.03% 250
2023
Q2 		$660K Sell
6,169
-986
-14% -$106K 0.02% 257
2023
Q1 		$774K Sell
7,155
-557
-7% -$59.9K 0.03% 240
2022
Q4 		$821K Buy
7,712
+108
+1% +$11.5K 0.03% 239
2022
Q3 		$810K Sell
7,604
-3,940
-34% -$431K 0.04% 230
2022
Q2 		$1.27M Buy
11,544
+348
+3% +$38.4K 0.06% 209
2022
Q1 		$1.26M Buy
11,196
+3,674
+49% +$422K 0.05% 217
2021
Q4 		$881K Buy
+7,522
New +$886K 0.03% 251
2020
Q1 		– Sell
-218
Closed -$25K – 661
2019
Q4 		$25K Buy
+218
New +$25.3K ﹤0.01% 504
2019
Q3 		– Sell
-142
Closed -$16K – 851
2019
Q2 		$16K Sell
142
-5,145
-97% -$586K ﹤0.01% 521
2019
Q1 		$600K Buy
+5,287
New +$594K 0.04% 237

Other funds holding AGZ

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MassMutual Private Wealth & Trust's AGZ Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2026: 10,001 shares worth $1.07M. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in AGZ as recently as Q3 2023.

MassMutual Private Wealth & Trust first reported a position in AGZ in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2022. 13 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • MassMutual Private Wealth & Trust held 10,001 shares of iShares Agency Bond ETF worth $1.07M as of Q3 2026.
  • iShares Agency Bond ETF was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • iShares Agency Bond ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #239 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Agency Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • MassMutual Private Wealth & Trust's iShares Agency Bond ETF position peaked at $1.27M in Q2 2022.
  • 13 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.