WWM
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Wolff Wiese Magana’s iShares Agency Bond ETF AGZ Stock Holding History

Wolff Wiese Magana’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 		$875 Hold
8
– – ﹤0.01% 923
2026
Q1 		$878 Hold
8
– – ﹤0.01% 879
2025
Q4 		$882 Hold
8
– – ﹤0.01% 846
2025
Q3 		$883 Buy
+8
New +$877 ﹤0.01% 859

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

Wolff Wiese Magana's AGZ Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Agency Bond ETF (AGZ) position steady in Q2 2026 at 8 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Wolff Wiese Magana first reported a position in AGZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $883 in Q3 2025. 138 funds tracked by Wall St. Rank hold AGZ as of Q2 2026.

  • Wolff Wiese Magana held 8 shares of iShares Agency Bond ETF worth $875 as of Q2 2026.
  • Wolff Wiese Magana left its iShares Agency Bond ETF share count unchanged in Q2 2026.
  • iShares Agency Bond ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #923 holding.
  • Wolff Wiese Magana first reported a position in iShares Agency Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Wolff Wiese Magana's iShares Agency Bond ETF position peaked at $883 in Q3 2025.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.