SSWM
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Smith Salley Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Smith Salley Wealth 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
Q1 		– Sell
-21,382
Closed -$2.36M – 269
2025
Q4 		$2.36M Buy
21,382
+412
+2% +$45.5K 0.12% 114
2025
Q3 		$2.31M Buy
20,970
+1,281
+7% +$140K 0.12% 115
2025
Q2 		$2.16M Buy
19,689
+104
+0.5% +$11.3K 0.13% 109
2025
Q1 		$2.14M Buy
19,585
+112
+0.6% +$12.2K 0.14% 100
2024
Q4 		$2.1M Buy
+19,473
New +$2.12M 0.14% 102

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Smith Salley Wealth Management's AGZ Position: Q1 2026 in Review

Smith Salley Wealth Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2026, closing a stake of 21,382 shares — an estimated $2.36M sold.

Smith Salley Wealth Management first reported a position in AGZ in Q4 2024 and held it in 5 quarters. The position peaked at $2.36M in Q4 2025. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Smith Salley Wealth Management reported no remaining iShares Agency Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 21,382 iShares Agency Bond ETF shares in Q1 2026, an estimated $2.36M.
  • Smith Salley Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 5 quarters.
  • Smith Salley Wealth Management's iShares Agency Bond ETF position peaked at $2.36M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.