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Measured Wealth Private Client Group’s iShares Agency Bond ETF AGZ Stock Holding History

Measured Wealth Private Client Group’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 		$85.9K Sell
786
-16
-2% -$1.75K 0.02% 259
2026
Q1 		$88K Sell
802
-452
-36% -$49.8K 0.02% 243
2025
Q4 		$138K Sell
1,254
-4,148
-77% -$458K 0.04% 227
2025
Q3 		$596K Sell
5,402
-1,179
-18% -$129K 0.16% 88
2025
Q2 		$722K Sell
6,581
-3,438
-34% -$375K 0.22% 68
2025
Q1 		$1.1M Sell
10,019
-31,350
-76% -$3.4M 0.35% 40
2024
Q4 		$4.47M Buy
41,369
+1,625
+4% +$177K 1.44% 16
2024
Q3 		$4.39M Buy
39,744
+11,445
+40% +$1.25M 1.47% 14
2024
Q2 		$3.05M Buy
28,299
+2,208
+8% +$237K 1.07% 17
2024
Q1 		$2.82M Sell
26,091
-634
-2% -$68.5K 0.98% 19
2023
Q4 		$2.9M Sell
26,725
-768
-3% -$81.7K 1.07% 17
2023
Q3 		$2.91M Sell
27,493
-807
-3% -$85.9K 1.17% 15
2023
Q2 		$3.03M Sell
28,300
-3,556
-11% -$384K 1.15% 15
2023
Q1 		$3.45M Sell
31,856
-1,110
-3% -$119K 1.33% 16
2022
Q4 		$3.51M Buy
32,966
+1,348
+4% +$143K 1.44% 14
2022
Q3 		$3.37M Buy
31,618
+3,738
+13% +$409K 1.49% 16
2022
Q2 		$3.07M Sell
27,880
-19,377
-41% -$2.14M 1.35% 14
2022
Q1 		$5.31M Buy
47,257
+7,500
+19% +$862K 1.95% 11
2021
Q4 		$4.66M Buy
39,757
+5,544
+16% +$653K 1.65% 12
2021
Q3 		$4.05M Buy
+34,213
New +$4.07M 1.56% 13
2019
Q4 		– Sell
-23,468
Closed -$2.73M – 107
2019
Q3 		$2.73M Buy
23,468
+12,551
+115% +$1.46M 1.77% 11
2019
Q2 		$1.26M Buy
10,917
+8,876
+435% +$1.01M 0.73% 26
2019
Q1 		$232K Buy
+2,041
New +$229K 0.14% 157

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

Measured Wealth Private Client Group's AGZ Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares Agency Bond ETF (AGZ) stake by 2% in Q2 2026, selling an estimated $1.75K and leaving 786 shares worth $85.9K. The position accounts for 0.02% of the portfolio, ranked #259.

Measured Wealth Private Client Group first reported a position in AGZ in Q1 2019 and has held it in 23 quarters since. The position peaked at $5.31M in Q1 2022. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Measured Wealth Private Client Group held 786 shares of iShares Agency Bond ETF worth $85.9K as of Q2 2026.
  • Measured Wealth Private Client Group sold 16 iShares Agency Bond ETF shares in Q2 2026, an estimated $1.75K.
  • iShares Agency Bond ETF made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #259 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Agency Bond ETF in Q1 2019 and has held it in 23 quarters since.
  • Measured Wealth Private Client Group's iShares Agency Bond ETF position peaked at $5.31M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.