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Summit Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Summit Financial’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 		$5.65M Sell
51,679
-553
-1% -$60.4K 0.06% 317
2026
Q1 		$5.73M Buy
+52,232
New +$5.75M 0.07% 281

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Summit Financial's AGZ Position: Q2 2026 in Review

Summit Financial reduced its iShares Agency Bond ETF (AGZ) stake by 1.1% in Q2 2026, selling an estimated $60.4K and leaving 51,679 shares worth $5.65M. The position accounts for 0.06% of the portfolio, ranked #317.

Summit Financial first reported a position in AGZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.73M in Q1 2026. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Summit Financial held 51,679 shares of iShares Agency Bond ETF worth $5.65M as of Q2 2026.
  • Summit Financial sold 553 iShares Agency Bond ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Agency Bond ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #317 holding.
  • Summit Financial first reported a position in iShares Agency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's iShares Agency Bond ETF position peaked at $5.73M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.