NewEdge Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

NewEdge 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 Q1	$611K	Hold	5,566	–	–	﹤0.01%	1828
2025 Q4	$614K	Sell	5,566 -200	-3%	-$22.1K	﹤0.01%	1818
2025 Q3	$636K	Buy	5,766 +20	+0.3%	+$2.19K	﹤0.01%	1674
2025 Q2	$630K	Hold	5,746	–	–	﹤0.01%	1559
2025 Q1	$629K	Buy	5,746 +62	+1%	+$6.73K	﹤0.01%	1453
2024 Q4	$614K	Sell	5,684 -195	-3%	-$21.2K	﹤0.01%	1421
2024 Q3	$649K	Buy	+5,879	New	+$644K	﹤0.01%	1314
2023 Q4	–	Sell	-8	Closed	-$846	–	3747
2023 Q3	$846	Sell	8 -101	-93%	-$10.8K	﹤0.01%	3192
2023 Q2	$11.7K	Hold	109	–	–	﹤0.01%	2549
2023 Q1	$11.8K	Buy	109 +8	+8%	+$860	﹤0.01%	2516
2022 Q4	$11	Buy	+101	New	+$10.7K	﹤0.01%	3686

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $704M AUM

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

NewEdge Advisors's AGZ Position: Q1 2026 in Review

NewEdge Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q1 2026 at 5,566 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

NewEdge Advisors first reported a position in AGZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $649K in Q3 2024. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

NewEdge Advisors held 5,566 shares of iShares Agency Bond ETF worth $611K as of Q1 2026.
NewEdge Advisors left its iShares Agency Bond ETF share count unchanged in Q1 2026.
iShares Agency Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1828 holding.
NewEdge Advisors first reported a position in iShares Agency Bond ETF in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's iShares Agency Bond ETF position peaked at $649K in Q3 2024.
148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.