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Wilmington Savings Fund Society’s iShares Agency Bond ETF AGZ Stock Holding History

Wilmington Savings Fund Society’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 		$38.2K Hold
350
– – ﹤0.01% 944
2026
Q1 		$38.4K Hold
350
– – ﹤0.01% 930
2025
Q4 		$38.6K Hold
350
– – ﹤0.01% 931
2025
Q3 		$38.6K Hold
350
– – ﹤0.01% 935
2025
Q2 		$38.4K Hold
350
– – ﹤0.01% 1285
2025
Q1 		$38.3K Hold
350
– – ﹤0.01% 1271
2024
Q4 		$37.8K Hold
350
– – ﹤0.01% 1313
2024
Q3 		$38.6K Buy
+350
New +$38.3K ﹤0.01% 1286

Other funds holding AGZ

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wilmington Savings Fund Society's AGZ Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 350 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Wilmington Savings Fund Society first reported a position in AGZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.6K in Q3 2024. 54 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Wilmington Savings Fund Society held 350 shares of iShares Agency Bond ETF worth $38.2K as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #944 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Agency Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's iShares Agency Bond ETF position peaked at $38.6K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.