Smartleaf Asset Management’s iShares Agency Bond ETF AGZ Stock Holding History

Smartleaf Asset Management’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	$639K	Hold	5,836	–	–	0.02%	506
2026 Q1	$641K	Buy	5,836 +157	+3%	+$17.3K	0.02%	484
2025 Q4	$626K	Buy	5,679 +198	+4%	+$21.9K	0.02%	483
2025 Q3	$604K	Sell	5,481 -71	-1%	-$7.78K	0.04%	439
2025 Q2	$608K	Buy	5,552 +147	+3%	+$16K	0.05%	342
2025 Q1	$591K	Buy	5,405 +1,426	+36%	+$155K	0.06%	322
2024 Q4	$430K	Sell	3,979 -208	-5%	-$22.6K	0.04%	359
2024 Q3	$463K	Buy	4,187 +23	+0.6%	+$2.52K	0.06%	312
2024 Q2	$450K	Sell	4,164 -1,088	-21%	-$117K	0.07%	254
2024 Q1	$568K	Sell	5,252 -93	-2%	-$10K	0.11%	205
2023 Q4	$580K	Buy	+5,345	New	+$569K	0.16%	145

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

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

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

TWM

TRB Wealth Management Houston, Texas $751M AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Smartleaf Asset Management's AGZ Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 5,836 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #506.

Smartleaf Asset Management first reported a position in AGZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

Smartleaf Asset Management held 5,836 shares of iShares Agency Bond ETF worth $639K as of Q2 2026.
Smartleaf Asset Management left its iShares Agency Bond ETF share count unchanged in Q2 2026.
iShares Agency Bond ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #506 holding.
Smartleaf Asset Management first reported a position in iShares Agency Bond ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares Agency Bond ETF position peaked at $641K in Q1 2026.
139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.