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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Shared Vision Wealth Group's AGZ Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares Agency Bond ETF (AGZ) in Q4 2025, closing a stake of 2,711 shares — an estimated $301K sold.

Shared Vision Wealth Group first reported a position in AGZ in Q4 2023 and held it in 7 quarters. The position peaked at $301K in Q3 2025. 151 funds tracked by Wall St. Rank hold AGZ as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares Agency Bond ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 2,711 iShares Agency Bond ETF shares in Q4 2025, an estimated $301K.
Shared Vision Wealth Group first reported a position in iShares Agency Bond ETF in Q4 2023 and held it in 7 quarters.
Shared Vision Wealth Group's iShares Agency Bond ETF position peaked at $301K in Q3 2025.
151 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.