Plante Moran Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Plante Moran Financial 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
2025 Q4	–	Sell	-17	Closed	-$1.88K	–	814
2025 Q3	$1.88K	Buy	+17	New	+$1.86K	﹤0.01%	678
2023 Q3	–	Sell	-400	Closed	-$42.8K	–	765
2023 Q2	$42.8K	Buy	+400	New	+$43.1K	0.01%	320
2023 Q1	–	Sell	-59	Closed	-$6.28K	–	789
2022 Q4	$6.28K	Buy	+59	New	+$6.28K	﹤0.01%	642
2016 Q1	–	Sell	-11	Closed	-$1K	–	849
2015 Q4	$1K	Buy	+11	New	+$1.25K	﹤0.01%	895

Other funds holding AGZ

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

MCCA

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Plante Moran Financial Advisors's AGZ Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 17 shares — an estimated $1.88K sold.

Plante Moran Financial Advisors first reported a position in AGZ in Q4 2015 and held it in 4 quarters. The position peaked at $42.8K in Q2 2023. 150 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

Plante Moran Financial Advisors reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 17 iShares Agency Bond ETF shares in Q4 2025, an estimated $1.88K.
Plante Moran Financial Advisors first reported a position in iShares Agency Bond ETF in Q4 2015 and held it in 4 quarters.
Plante Moran Financial Advisors's iShares Agency Bond ETF position peaked at $42.8K in Q2 2023.
150 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.