PWM
AGZ icon

Prosperity Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Prosperity Wealth Management’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
-2,365
Closed -$259K – 236
2025
Q1 		$259K Sell
2,365
-61
-3% -$6.62K 0.12% 169
2024
Q4 		$262K Buy
2,426
+10
+0.4% +$1.09K 0.11% 164
2024
Q3 		$267K Buy
2,416
+14
+0.6% +$1.53K 0.11% 144
2024
Q2 		$259K Buy
+2,402
New +$258K 0.13% 143

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

Prosperity Wealth Management's AGZ Position: Q2 2025 in Review

Prosperity Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 2,365 shares — an estimated $259K sold.

Prosperity Wealth Management first reported a position in AGZ in Q2 2024 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Prosperity Wealth Management reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,365 iShares Agency Bond ETF shares in Q2 2025, an estimated $259K.
  • Prosperity Wealth Management first reported a position in iShares Agency Bond ETF in Q2 2024 and held it in 4 quarters.
  • Prosperity Wealth Management's iShares Agency Bond ETF position peaked at $267K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.