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United Asset Strategies’s iShares Agency Bond ETF AGZ Stock Holding History

United Asset Strategies’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 		$357K Buy
3,268
+202
+7% +$22.1K 0.03% 224
2026
Q1 		$336K Buy
3,066
+29
+1% +$3.19K 0.03% 219
2025
Q4 		$335K Sell
3,037
-304
-9% -$33.6K 0.03% 216
2025
Q3 		$369K Buy
3,341
+10
+0.3% +$1.1K 0.03% 205
2025
Q2 		$365K Sell
3,331
-1,093
-25% -$119K 0.03% 205
2025
Q1 		$484K Sell
4,424
-2,437
-36% -$265K 0.04% 192
2024
Q4 		$741K Sell
6,861
-4,009
-37% -$436K 0.07% 156
2024
Q3 		$1.2M Sell
10,870
-70
-0.6% -$7.66K 0.11% 130
2024
Q2 		$1.18M Buy
10,940
+80
+0.7% +$8.58K 0.12% 127
2024
Q1 		$1.17M Buy
10,860
+401
+4% +$43.3K 0.12% 135
2023
Q4 		$1.13M Buy
10,459
+4,427
+73% +$471K 0.13% 131
2023
Q3 		$638K Sell
6,032
-109
-2% -$11.6K 0.08% 161
2023
Q2 		$657K Buy
6,141
+4,498
+274% +$485K 0.08% 153
2023
Q1 		$307K Sell
1,643
-4,473
-73% -$481K 0.04% 194
2022
Q4 		$651K Buy
6,116
+2,532
+71% +$269K 0.09% 159
2022
Q3 		$382K Buy
+3,584
New +$392K 0.06% 166

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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

United Asset Strategies's AGZ Position: Q2 2026 in Review

United Asset Strategies increased its iShares Agency Bond ETF (AGZ) stake by 6.6% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,268 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #224.

United Asset Strategies first reported a position in AGZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q3 2024. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • United Asset Strategies held 3,268 shares of iShares Agency Bond ETF worth $357K as of Q2 2026.
  • United Asset Strategies bought 202 iShares Agency Bond ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Agency Bond ETF made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #224 holding.
  • United Asset Strategies first reported a position in iShares Agency Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • United Asset Strategies's iShares Agency Bond ETF position peaked at $1.2M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.