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Sanctuary Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Sanctuary 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
2026
Q2 		– Sell
-1,869
Closed -$205K – 2844
2026
Q1 		$205K Sell
1,869
-14
-0.7% -$1.54K ﹤0.01% 2360
2025
Q4 		$208K Sell
1,883
-71
-4% -$7.84K ﹤0.01% 2261
2025
Q3 		$216K Buy
1,954
+7
+0.4% +$767 ﹤0.01% 2222
2025
Q2 		$214K Sell
1,947
-85
-4% -$9.27K ﹤0.01% 2131
2025
Q1 		$222K Sell
2,032
-43
-2% -$4.67K ﹤0.01% 1980
2024
Q4 		$225K Sell
2,075
-2,123
-51% -$231K ﹤0.01% 2181
2024
Q3 		$455K Sell
4,198
-2,656
-39% -$291K ﹤0.01% 1757
2024
Q2 		$731K Buy
+6,854
New +$735K 0.01% 1375

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

Sanctuary Advisors's AGZ Position: Q2 2026 in Review

Sanctuary Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2026, closing a stake of 1,869 shares — an estimated $205K sold.

Sanctuary Advisors first reported a position in AGZ in Q2 2024 and held it in 8 quarters. The position peaked at $731K in Q2 2024. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Sanctuary Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 1,869 iShares Agency Bond ETF shares in Q2 2026, an estimated $205K.
  • Sanctuary Advisors first reported a position in iShares Agency Bond ETF in Q2 2024 and held it in 8 quarters.
  • Sanctuary Advisors's iShares Agency Bond ETF position peaked at $731K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.