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AGZ icon

Shared Vision Wealth Group’s iShares Agency Bond ETF AGZ Stock Holding History

Shared Vision Wealth 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
2025
Q4 		– Sell
-2,711
Closed -$301K – 100
2025
Q3 		$301K Buy
2,711
+383
+16% +$42K 0.13% 76
2025
Q2 		$254K Buy
2,328
+42
+2% +$4.58K 0.13% 72
2025
Q1 		$250K Sell
2,286
-32
-1% -$3.47K 0.14% 70
2024
Q4 		$250K Buy
2,318
+6
+0.3% +$653 0.13% 68
2024
Q3 		$255K Sell
2,312
-3
-0.1% -$328 0.14% 64
2024
Q2 		$249K Buy
+2,315
New +$248K 0.15% 64
2024
Q1 		– Sell
-2,325
Closed -$252K – 76
2023
Q4 		$252K Buy
+2,325
New +$247K 0.17% 64

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return