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Toth Financial Advisory’s iShares Agency Bond ETF AGZ Stock Holding History

Toth Financial Advisory’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
-150
Closed -$16.5K – 924
2025
Q4 		$16.5K Hold
150
– – ﹤0.01% 497
2025
Q3 		$16.6K Hold
150
– – ﹤0.01% 486
2025
Q2 		$16.5K Hold
150
– – ﹤0.01% 440
2025
Q1 		$16.4K Hold
150
– – ﹤0.01% 416
2024
Q4 		$16.2K Hold
150
– – ﹤0.01% 417
2024
Q3 		$16.6K Hold
150
– – ﹤0.01% 408
2024
Q2 		$16.1K Hold
150
– – ﹤0.01% 419
2024
Q1 		$16.2K Hold
150
– – ﹤0.01% 409
2023
Q4 		$16.3K Hold
150
– – ﹤0.01% 415
2023
Q3 		$15.9K Hold
150
– – ﹤0.01% 398
2023
Q2 		$16K Hold
150
– – ﹤0.01% 419
2023
Q1 		$16.2K Sell
150
-668
-82% -$71.8K ﹤0.01% 408
2022
Q4 		$87.1K Hold
818
– – 0.01% 234
2022
Q3 		$87K Sell
818
-147
-15% -$16.1K 0.02% 223
2022
Q2 		$106K Sell
965
-506
-34% -$55.8K 0.02% 212
2022
Q1 		$165K Sell
1,471
-1,202
-45% -$138K 0.02% 196
2021
Q4 		$313K Sell
2,673
-50
-2% -$5.89K 0.04% 183
2021
Q3 		$323K Hold
2,723
– – 0.05% 170
2021
Q2 		$322K Buy
2,723
+50
+2% +$5.91K 0.05% 163
2021
Q1 		$315K Sell
2,673
-100
-4% -$11.9K 0.05% 181
2020
Q4 		$332K Buy
2,773
+209
+8% +$25.2K 0.06% 170
2020
Q3 		$310K Buy
2,564
+2,533
+8,171% +$307K 0.06% 161
2020
Q2 		$4K Buy
+31
New +$3.74K ﹤0.01% 415

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

Toth Financial Advisory's AGZ Position: Q1 2026 in Review

Toth Financial Advisory sold out of iShares Agency Bond ETF (AGZ) in Q1 2026, closing a stake of 150 shares — an estimated $16.5K sold.

Toth Financial Advisory first reported a position in AGZ in Q2 2020 and held it in 23 quarters. The position peaked at $332K in Q4 2020. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Toth Financial Advisory reported no remaining iShares Agency Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 150 iShares Agency Bond ETF shares in Q1 2026, an estimated $16.5K.
  • Toth Financial Advisory first reported a position in iShares Agency Bond ETF in Q2 2020 and held it in 23 quarters.
  • Toth Financial Advisory's iShares Agency Bond ETF position peaked at $332K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.