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Vista Cima Wealth Management’s iShares Agency Bond ETF AGZ Stock Holding History

Vista Cima Wealth Management’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 		$1.82M Sell
16,581
-1,734
-9% -$191K 1.8% 18
2025
Q4 		$2.02M Buy
18,315
+118
+0.6% +$13K 1.68% 17
2025
Q3 		$2.01M Buy
18,197
+858
+5% +$94.1K 1.67% 15
2025
Q2 		$1.9M Sell
17,339
-196
-1% -$21.4K 1.78% 17
2025
Q1 		$1.92M Buy
17,535
+1,894
+12% +$206K 2.07% 15
2024
Q4 		$1.69M Buy
+15,641
New +$1.7M 1.76% 18

Other funds holding AGZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $704M 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 $33.9B AUM 25.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Vista Cima Wealth Management's AGZ Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its iShares Agency Bond ETF (AGZ) stake by 9.5% in Q1 2026, selling an estimated $191K and leaving 16,581 shares worth $1.82M. The position accounts for 1.8% of the portfolio, ranked #18.

Vista Cima Wealth Management first reported a position in AGZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q4 2025. 148 funds tracked by Wall St. Rank hold AGZ as of Q1 2026.

  • Vista Cima Wealth Management held 16,581 shares of iShares Agency Bond ETF worth $1.82M as of Q1 2026.
  • Vista Cima Wealth Management sold 1,734 iShares Agency Bond ETF shares in Q1 2026, an estimated $191K.
  • iShares Agency Bond ETF made up 1.8% of Vista Cima Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Vista Cima Wealth Management first reported a position in iShares Agency Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Vista Cima Wealth Management's iShares Agency Bond ETF position peaked at $2.02M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.