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Narus Financial Partners’s iShares Agency Bond ETF AGZ Stock Holding History

Narus Financial Partners’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 		$723K Buy
6,613
+883
+15% +$96.5K 0.19% 83
2026
Q1 		$629K Buy
5,730
+344
+6% +$37.9K 0.16% 84
2025
Q4 		$594K Buy
5,386
+42
+0.8% +$4.64K 0.16% 83
2025
Q3 		$590K Buy
5,344
+1,227
+30% +$135K 0.16% 84
2025
Q2 		$452K Sell
4,117
-814
-17% -$88.7K 0.14% 90
2025
Q1 		$540K Sell
4,931
-350
-7% -$38K 0.18% 76
2024
Q4 		$570K Buy
5,281
+1,310
+33% +$143K 0.19% 71
2024
Q3 		$438K Sell
3,971
-4
-0.1% -$438 0.16% 90
2024
Q2 		$428K Sell
3,975
-390
-9% -$41.8K 0.17% 85
2024
Q1 		$472K Sell
4,365
-566
-11% -$61.1K 0.2% 78
2023
Q4 		$535K Sell
4,931
-342
-6% -$36.4K 0.26% 65
2023
Q3 		$558K Buy
5,273
+10
+0.2% +$1.06K 0.29% 60
2023
Q2 		$563K Buy
5,263
+161
+3% +$17.4K 0.29% 59
2023
Q1 		$552K Buy
5,102
+381
+8% +$41K 0.3% 63
2022
Q4 		$502K Sell
4,721
-1,491
-24% -$159K 0.29% 60
2022
Q3 		$662K Buy
6,212
+763
+14% +$83.4K 0.42% 43
2022
Q2 		$599K Sell
5,449
-7
-0.1% -$772 0.38% 49
2022
Q1 		$613K Buy
+5,456
New +$627K 0.34% 50

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

Narus Financial Partners's AGZ Position: Q2 2026 in Review

Narus Financial Partners increased its iShares Agency Bond ETF (AGZ) stake by 15% in Q2 2026, buying an estimated $96.5K and bringing the position to 6,613 shares worth $723K. The position accounts for 0.19% of the portfolio, ranked #83.

Narus Financial Partners first reported a position in AGZ in Q1 2022 and has held it in 18 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Narus Financial Partners held 6,613 shares of iShares Agency Bond ETF worth $723K as of Q2 2026.
  • Narus Financial Partners bought 883 iShares Agency Bond ETF shares in Q2 2026, an estimated $96.5K.
  • iShares Agency Bond ETF made up 0.19% of Narus Financial Partners's portfolio in Q2 2026, its #83 holding.
  • Narus Financial Partners first reported a position in iShares Agency Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.