VAG
AGZ icon

VisionPoint Advisory Group’s iShares Agency Bond ETF AGZ Stock Holding History

VisionPoint Advisory Group’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 		$851K Buy
+7,983
New +$864K 0.13% 167

Other funds holding AGZ

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VisionPoint Advisory Group's AGZ Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2026: 7,983 shares worth $851K. The stake represents 0.13% of the portfolio and ranks #167 among its holdings.

7 funds tracked by Wall St. Rank hold AGZ as of Q3 2026.

  • VisionPoint Advisory Group held 7,983 shares of iShares Agency Bond ETF worth $851K as of Q3 2026.
  • iShares Agency Bond ETF was a new VisionPoint Advisory Group position in Q3 2026.
  • iShares Agency Bond ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #167 holding.
  • 7 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.