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Principal Securities’s iShares Agency Bond ETF AGZ Stock Holding History

Principal Securities’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
-11
Closed -$1.21K – 1394
2025
Q3 		$1.21K Hold
11
– – ﹤0.01% 3357
2025
Q2 		$1.21K Sell
11
-482
-98% -$52.5K ﹤0.01% 3289
2025
Q1 		$53.2K Hold
493
– – ﹤0.01% 1734
2024
Q4 		$53.2K Hold
493
– – ﹤0.01% 1733
2024
Q3 		$54.4K Buy
493
+7
+1% +$766 ﹤0.01% 1654
2024
Q2 		$52.3K Sell
486
-90
-16% -$9.65K ﹤0.01% 1605
2024
Q1 		$62.2K Buy
576
+5
+0.9% +$540 ﹤0.01% 1473
2023
Q4 		$61.9K Buy
+571
New +$60.8K ﹤0.01% 1393

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Principal Securities's AGZ Position: Q4 2025 in Review

Principal Securities sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 11 shares — an estimated $1.21K sold.

Principal Securities first reported a position in AGZ in Q4 2023 and held it in 8 quarters. The position peaked at $62.2K in Q1 2024. 150 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

  • Principal Securities reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 11 iShares Agency Bond ETF shares in Q4 2025, an estimated $1.21K.
  • Principal Securities first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Agency Bond ETF position peaked at $62.2K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.