TF
AGZ icon

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

Tompkins 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
Q3 		– Sell
-245
Closed -$26.8K – 560
2026
Q2 		$26.8K Buy
+245
New +$26.8K ﹤0.01% 381
2020
Q2 		– Sell
-32
Closed -$4K – 373
2020
Q1 		$4K Buy
+32
New +$3.78K ﹤0.01% 358

Other funds holding AGZ

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Tompkins Financial's AGZ Position: Q3 2026 in Review

Tompkins Financial sold out of iShares Agency Bond ETF (AGZ) in Q3 2026, closing a stake of 245 shares — an estimated $26.8K sold.

Tompkins Financial first reported a position in AGZ in Q1 2020 and held it in 2 quarters. The position peaked at $26.8K in Q2 2026. 13 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • Tompkins Financial reported no remaining iShares Agency Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Tompkins Financial sold 245 iShares Agency Bond ETF shares in Q3 2026, an estimated $26.8K.
  • Tompkins Financial first reported a position in iShares Agency Bond ETF in Q1 2020 and held it in 2 quarters.
  • Tompkins Financial's iShares Agency Bond ETF position peaked at $26.8K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.