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Private Advisor Group’s iShares Agency Bond ETF AGZ Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-203,100
Closed -$215K – 2256
2023
Q3 		$215K Buy
+203,100
New +$21.6M ﹤0.01% 1836

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

Private Advisor Group's AGZ Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Agency Bond ETF (AGZ) stake by 58% in Q2 2026, selling an estimated $782K and leaving 5,227 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Private Advisor Group first reported a position in AGZ in Q3 2014 and has held it in 34 quarters since. The position peaked at $3.21M in Q3 2021. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Private Advisor Group held 5,227 shares of iShares Agency Bond ETF worth $571K as of Q2 2026.
  • Private Advisor Group sold 7,153 iShares Agency Bond ETF shares in Q2 2026, an estimated $782K.
  • iShares Agency Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1705 holding.
  • Private Advisor Group first reported a position in iShares Agency Bond ETF in Q3 2014 and has held it in 34 quarters since.
  • Private Advisor Group's iShares Agency Bond ETF position peaked at $3.21M in Q3 2021.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.