RIA
AGZ icon

Realta Investment Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Realta Investment 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
Q2 		– Sell
-2
Closed -$219 – 305
2025
Q1 		$219 Buy
+2
New +$217 ﹤0.01% 317

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Mill Creek Capital Advisors
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 22.9% 1-Year Est. Return

Realta Investment Advisors's AGZ Position: Q2 2025 in Review

Realta Investment Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2025, closing a stake of 2 shares — an estimated $219 sold.

Realta Investment Advisors first reported a position in AGZ in Q1 2025 and held it in 1 quarter. The position peaked at $219 in Q1 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2025.

  • Realta Investment Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2 iShares Agency Bond ETF shares in Q2 2025, an estimated $219.
  • Realta Investment Advisors first reported a position in iShares Agency Bond ETF in Q1 2025 and held it in 1 quarter.
  • Realta Investment Advisors's iShares Agency Bond ETF position peaked at $219 in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.