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
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

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
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

Tompkins Financial's AGZ Position: Q2 2026 in Review

Tompkins Financial opened a new position in iShares Agency Bond ETF (AGZ) in Q2 2026: 245 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in AGZ as recently as Q1 2020.

Tompkins Financial first reported a position in AGZ in Q1 2020 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Tompkins Financial held 245 shares of iShares Agency Bond ETF worth $26.8K as of Q2 2026.
  • iShares Agency Bond ETF was a new Tompkins Financial position in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #381 holding.
  • Tompkins Financial first reported a position in iShares Agency Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.