Morgan Stanley’s iShares Agency Bond ETF AGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.61M | Buy |
69,654
+1,280
| +2% | +$140K | ﹤0.01% | 3927 |
|
|
2026
Q1 | $7.5M | Sell |
68,374
-6,631
| -9% | -$730K | ﹤0.01% | 3814 |
|
|
2025
Q4 | $8.27M | Sell |
75,005
-2,215
| -3% | -$245K | ﹤0.01% | 3767 |
|
|
2025
Q3 | $8.52M | Buy |
77,220
+4,742
| +7% | +$520K | ﹤0.01% | 3677 |
|
|
2025
Q2 | $7.95M | Buy |
72,478
+1,055
| +1% | +$115K | ﹤0.01% | 3658 |
|
|
2025
Q1 | $7.82M | Buy |
71,423
+2,415
| +3% | +$262K | ﹤0.01% | 3549 |
|
|
2024
Q4 | $7.45M | Sell |
69,008
-414
| -0.6% | -$45K | ﹤0.01% | 3646 |
|
|
2024
Q3 | $7.66M | Buy |
69,422
+6,397
| +10% | +$700K | ﹤0.01% | 3629 |
|
|
2024
Q2 | $6.78M | Sell |
63,025
-2,063
| -3% | -$221K | ﹤0.01% | 3646 |
|
|
2024
Q1 | $7.03M | Sell |
65,088
-80,444
| -55% | -$8.69M | ﹤0.01% | 3625 |
|
|
2023
Q4 | $15.8M | Buy |
145,532
+79,299
| +120% | +$8.44M | ﹤0.01% | 3547 |
|
|
2023
Q3 | $7.01M | Sell |
66,233
-537
| -0.8% | -$57.2K | ﹤0.01% | 3446 |
|
|
2023
Q2 | $7.14M | Buy |
66,770
+10,576
| +19% | +$1.14M | ﹤0.01% | 3480 |
|
|
2023
Q1 | $6.08M | Buy |
56,194
+1,327
| +2% | +$143K | ﹤0.01% | 3616 |
|
|
2022
Q4 | $5.84M | Sell |
54,867
-7,327
| -12% | -$780K | ﹤0.01% | 3609 |
|
|
2022
Q3 | $6.62M | Sell |
62,194
-9,538
| -13% | -$1.04M | ﹤0.01% | 3414 |
|
|
2022
Q2 | $7.89M | Sell |
71,732
-8,496
| -11% | -$937K | ﹤0.01% | 3322 |
|
|
2022
Q1 | $9.01M | Sell |
80,228
-84,441
| -51% | -$9.7M | ﹤0.01% | 3023 |
|
|
2021
Q4 | $19.3M | Buy |
164,669
+47,633
| +41% | +$5.61M | ﹤0.01% | 2197 |
|
|
2021
Q3 | $13.9M | Buy |
117,036
+28,071
| +32% | +$3.34M | ﹤0.01% | 2520 |
|
|
2021
Q2 | $10.5M | Sell |
88,965
-3,715
| -4% | -$439K | ﹤0.01% | 2916 |
|
|
2021
Q1 | $10.9M | Buy |
92,680
+13,892
| +18% | +$1.65M | ﹤0.01% | 2556 |
|
|
2020
Q4 | $9.42M | Buy |
78,788
+12,639
| +19% | +$1.52M | ﹤0.01% | 2571 |
|
|
2020
Q3 | $8.01M | Sell |
66,149
-15,316
| -19% | -$1.86M | ﹤0.01% | 2235 |
|
|
2020
Q2 | $9.87M | Sell |
81,465
-12,236
| -13% | -$1.48M | ﹤0.01% | 1976 |
|
|
2020
Q1 | $11.3M | Buy |
93,701
+40,940
| +78% | +$4.83M | ﹤0.01% | 1674 |
|
|
2019
Q4 | $6.1M | Buy |
52,761
+1,559
| +3% | +$181K | ﹤0.01% | 2975 |
|
|
2019
Q3 | $5.97M | Sell |
51,202
-10,823
| -17% | -$1.25M | ﹤0.01% | 2670 |
|
|
2019
Q2 | $7.15M | Sell |
62,025
-7,385
| -11% | -$841K | ﹤0.01% | 2530 |
|
|
2019
Q1 | $7.88M | Sell |
69,410
-24,076
| -26% | -$2.7M | ﹤0.01% | 2272 |
|
|
2018
Q4 | $10.5M | Buy |
93,486
+18,347
| +24% | +$2.03M | ﹤0.01% | 2073 |
|
|
2018
Q3 | $8.32M | Buy |
75,139
+5,071
| +7% | +$563K | ﹤0.01% | 2608 |
|
|
2018
Q2 | $7.81M | Sell |
70,068
-1,635
| -2% | -$182K | ﹤0.01% | 2648 |
|
|
2018
Q1 | $8.03M | Buy |
71,703
+23,833
| +50% | +$2.67M | ﹤0.01% | 2556 |
|
|
2017
Q4 | $5.41M | Sell |
47,870
-12,297
| -20% | -$1.39M | ﹤0.01% | 3034 |
|
|
2017
Q3 | $6.84M | Buy |
60,167
+2,755
| +5% | +$314K | ﹤0.01% | 2641 |
|
|
2017
Q2 | $6.53M | Sell |
57,412
-4,055
| -7% | -$461K | ﹤0.01% | 2585 |
|
|
2017
Q1 | $6.95M | Sell |
61,467
-10,982
| -15% | -$1.24M | ﹤0.01% | 2541 |
|
|
2016
Q4 | $8.16M | Buy |
72,449
+1,816
| +3% | +$207K | ﹤0.01% | 2479 |
|
|
2016
Q3 | $8.17M | Sell |
70,633
-28,995
| -29% | -$3.35M | ﹤0.01% | 2189 |
|
|
2016
Q2 | $11.5M | Sell |
99,628
-1,281
| -1% | -$147K | ﹤0.01% | 1860 |
|
|
2016
Q1 | $11.6M | Sell |
100,909
-3,055
| -3% | -$349K | ﹤0.01% | 1738 |
|
|
2015
Q4 | $11.8M | Buy |
103,964
+7,531
| +8% | +$854K | ﹤0.01% | 1829 |
|
|
2015
Q3 | $11M | Buy |
96,433
+22,194
| +30% | +$2.52M | ﹤0.01% | 1858 |
|
|
2015
Q2 | $8.4M | Buy |
74,239
+10,079
| +16% | +$1.14M | ﹤0.01% | 2283 |
|
|
2015
Q1 | $7.33M | Sell |
64,160
-4,296
| -6% | -$490K | ﹤0.01% | 2389 |
|
|
2014
Q4 | $7.74M | Sell |
68,456
-11,632
| -15% | -$1.31M | ﹤0.01% | 2314 |
|
|
2014
Q3 | $8.99M | Sell |
80,088
-117
| -0.1% | -$13.2K | ﹤0.01% | 2125 |
|
|
2014
Q2 | $9.04M | Sell |
80,205
-17,490
| -18% | -$1.96M | ﹤0.01% | 2126 |
|
|
2014
Q1 | $10.9M | Sell |
97,695
-41,267
| -30% | -$4.6M | ﹤0.01% | 1893 |
|
|
2013
Q4 | $15.4M | Sell |
138,962
-24,689
| -15% | -$2.75M | 0.01% | 1570 |
|
|
2013
Q3 | $18.2M | Sell |
163,651
-47,918
| -23% | -$5.31M | 0.01% | 1297 |
|
|
2013
Q2 | $23.4M | Buy |
+211,569
| New | +$23.9M | 0.01% | 1071 |
|
Other funds holding AGZ
TWM
B
Morgan Stanley's AGZ Position: Q2 2026 in Review
Morgan Stanley increased its iShares Agency Bond ETF (AGZ) stake by 1.9% in Q2 2026, buying an estimated $140K and bringing the position to 69,654 shares worth $7.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3927.
Morgan Stanley first reported a position in AGZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.4M in Q2 2013. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.
- Morgan Stanley held 69,654 shares of iShares Agency Bond ETF worth $7.61M as of Q2 2026.
- Morgan Stanley bought 1,280 iShares Agency Bond ETF shares in Q2 2026, an estimated $140K.
- iShares Agency Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3927 holding.
- Morgan Stanley first reported a position in iShares Agency Bond ETF in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's iShares Agency Bond ETF position peaked at $23.4M in Q2 2013.
- 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.