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Sequent Planning’s iShares Agency Bond ETF AGZ Stock Holding History

Sequent Planning’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 		$320K Hold
2,932
– – 0.07% 207
2026
Q1 		$322K Hold
2,932
– – 0.08% 169
2025
Q4 		$323K Sell
2,932
-132
-4% -$14.6K 0.08% 167
2025
Q3 		$338K Buy
3,064
+183
+6% +$20.1K 0.1% 150
2025
Q2 		$316K Buy
+2,881
New +$314K 0.1% 123

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

Sequent Planning's AGZ Position: Q2 2026 in Review

Sequent Planning held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 2,932 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #207.

Sequent Planning first reported a position in AGZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q3 2025. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Sequent Planning held 2,932 shares of iShares Agency Bond ETF worth $320K as of Q2 2026.
  • Sequent Planning left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #207 holding.
  • Sequent Planning first reported a position in iShares Agency Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sequent Planning's iShares Agency Bond ETF position peaked at $338K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.