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Mount Yale Investment Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Mount Yale Investment 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 		$495K Buy
4,526
+41
+0.9% +$4.48K 0.01% 790
2026
Q1 		$492K Buy
4,485
+843
+23% +$92.9K 0.01% 724
2025
Q4 		$401K Sell
3,642
-156
-4% -$17.2K 0.02% 516
2025
Q3 		$419K Buy
+3,798
New +$416K 0.03% 449

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

Mount Yale Investment Advisors's AGZ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Agency Bond ETF (AGZ) stake by 0.91% in Q2 2026, buying an estimated $4.48K and bringing the position to 4,526 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #790.

Mount Yale Investment Advisors first reported a position in AGZ in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Mount Yale Investment Advisors held 4,526 shares of iShares Agency Bond ETF worth $495K as of Q2 2026.
  • Mount Yale Investment Advisors bought 41 iShares Agency Bond ETF shares in Q2 2026, an estimated $4.48K.
  • iShares Agency Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #790 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Agency Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.