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Medallion Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Medallion Wealth Advisors’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 		$4.37K Hold
40
– – ﹤0.01% 879
2026
Q1 		$4.39K Hold
40
– – ﹤0.01% 900
2025
Q4 		$4.41K Hold
40
– – ﹤0.01% 883
2025
Q3 		$4.42K Hold
40
– – ﹤0.01% 876
2025
Q2 		$4.37K Hold
40
– – ﹤0.01% 854
2025
Q1 		$4.37K Hold
40
– – ﹤0.01% 808
2024
Q4 		$4.32K Buy
+40
New +$4.35K ﹤0.01% 762

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

Medallion Wealth Advisors's AGZ Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 40 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Medallion Wealth Advisors first reported a position in AGZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42K in Q3 2025. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Medallion Wealth Advisors held 40 shares of iShares Agency Bond ETF worth $4.37K as of Q2 2026.
  • Medallion Wealth Advisors left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #879 holding.
  • Medallion Wealth Advisors first reported a position in iShares Agency Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares Agency Bond ETF position peaked at $4.42K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.