SC
AGZ icon

Syon Capital’s iShares Agency Bond ETF AGZ Stock Holding History

Syon Capital’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
-191,462
Closed -$21.1M – 908
2025
Q4 		$21.1M Buy
191,462
+1,375
+0.7% +$152K 1.05% 25
2025
Q3 		$21M Buy
190,087
+2,221
+1% +$243K 1.13% 25
2025
Q2 		$20.6M Buy
+187,866
New +$20.5M 1.36% 16

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M 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 $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Syon Capital's AGZ Position: Q1 2026 in Review

Syon Capital sold out of iShares Agency Bond ETF (AGZ) in Q1 2026, closing a stake of 191,462 shares — an estimated $21.1M sold.

Syon Capital first reported a position in AGZ in Q2 2025 and held it in 3 quarters. The position peaked at $21.1M in Q4 2025. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Syon Capital reported no remaining iShares Agency Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Syon Capital sold 191,462 iShares Agency Bond ETF shares in Q1 2026, an estimated $21.1M.
  • Syon Capital first reported a position in iShares Agency Bond ETF in Q2 2025 and held it in 3 quarters.
  • Syon Capital's iShares Agency Bond ETF position peaked at $21.1M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.