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&Partners’s iShares Agency Bond ETF AGZ Stock Holding History

&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
2025
Q2 		– Sell
-8,386
Closed -$917K – 1993
2025
Q1 		$917K Hold
8,386
– – 0.01% 870
2024
Q4 		$905K Buy
8,386
+845
+11% +$91.9K 0.01% 809
2024
Q3 		$833K Buy
+7,541
New +$826K 0.02% 641

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's AGZ Position: Q2 2025 in Review

&Partners sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 8,386 shares — an estimated $917K sold.

&Partners first reported a position in AGZ in Q3 2024 and held it in 3 quarters. The position peaked at $917K in Q1 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • &Partners reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • &Partners sold 8,386 iShares Agency Bond ETF shares in Q2 2025, an estimated $917K.
  • &Partners first reported a position in iShares Agency Bond ETF in Q3 2024 and held it in 3 quarters.
  • &Partners's iShares Agency Bond ETF position peaked at $917K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.