Sharper & Granite
AGZ icon

Sharper & Granite’s iShares Agency Bond ETF AGZ Stock Holding History

Sharper & Granite’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
Q3 		$1.03M Sell
9,345
-25
-0.3% -$2.71K 0.35% 65
2026
Q2 		$1.02M Buy
9,370
+25
+0.3% +$2.73K 0.32% 67
2026
Q1 		$1.03M Sell
9,345
-80
-0.8% -$8.81K 0.35% 65
2025
Q4 		$1.04M Buy
9,425
+1,680
+22% +$185K 0.37% 65
2025
Q3 		$855K Sell
7,745
-3,093
-29% -$339K 0.31% 65
2025
Q2 		$1.18M Sell
10,838
-129
-1% -$14.1K 0.45% 59
2025
Q1 		$1.2M Sell
10,967
-160
-1% -$17.4K 0.5% 55
2024
Q4 		$1.2M Sell
11,127
-300
-3% -$32.6K 0.53% 52
2024
Q3 		$1.26M Sell
11,427
-220
-2% -$24.1K 0.56% 51
2024
Q2 		$1.25M Sell
11,647
-285
-2% -$30.6K 0.6% 51
2024
Q1 		$1.28M Buy
11,932
+912
+8% +$98.5K 0.62% 50
2023
Q4 		$1.19M Buy
11,020
+2,785
+34% +$296K 0.62% 49
2023
Q3 		$871K Buy
8,235
+155
+2% +$16.5K 0.51% 60
2023
Q2 		$864K Sell
8,080
-70
-0.9% -$7.55K 0.5% 61
2023
Q1 		$882K Buy
8,150
+140
+2% +$15.1K 0.53% 59
2022
Q4 		$853K Buy
+8,010
New +$852K 0.57% 54

Other funds holding AGZ

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Sharper & Granite's AGZ Position: Q3 2026 in Review

Sharper & Granite reduced its iShares Agency Bond ETF (AGZ) stake by 0.27% in Q3 2026, selling an estimated $2.71K and leaving 9,345 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #65.

Sharper & Granite first reported a position in AGZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q1 2024. 75 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • Sharper & Granite held 9,345 shares of iShares Agency Bond ETF worth $1.03M as of Q3 2026.
  • Sharper & Granite sold 25 iShares Agency Bond ETF shares in Q3 2026, an estimated $2.71K.
  • iShares Agency Bond ETF made up 0.35% of Sharper & Granite's portfolio in Q3 2026, its #65 holding.
  • Sharper & Granite first reported a position in iShares Agency Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Sharper & Granite's iShares Agency Bond ETF position peaked at $1.28M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Sharper & Granite's 13F filing for Q3 2026, filed 2 Nov 2026.