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Physician Wealth Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Physician Wealth 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 		$10.7K Hold
97
– – ﹤0.01% 860
2026
Q1 		$10.6K Buy
+97
New +$10.7K ﹤0.01% 782

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

Physician Wealth Advisors's AGZ Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 97 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Physician Wealth Advisors first reported a position in AGZ in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Physician Wealth Advisors held 97 shares of iShares Agency Bond ETF worth $10.7K as of Q2 2026.
  • Physician Wealth Advisors left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #860 holding.
  • Physician Wealth Advisors first reported a position in iShares Agency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.