SG
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
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

AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Sharper & Granite's AGZ Position: Q2 2026 in Review

Sharper & Granite increased its iShares Agency Bond ETF (AGZ) stake by 0.27% in Q2 2026, buying an estimated $2.73K and bringing the position to 9,370 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #67.

Sharper & Granite first reported a position in AGZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2024. 19 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Sharper & Granite held 9,370 shares of iShares Agency Bond ETF worth $1.02M as of Q2 2026.
  • Sharper & Granite bought 25 iShares Agency Bond ETF shares in Q2 2026, an estimated $2.73K.
  • iShares Agency Bond ETF made up 0.32% of Sharper & Granite's portfolio in Q2 2026, its #67 holding.
  • Sharper & Granite first reported a position in iShares Agency Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's iShares Agency Bond ETF position peaked at $1.28M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.