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Wood Tarver Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-44
Closed -$4K – 166
2025
Q2 		$4K Hold
44
– – ﹤0.01% 472
2025
Q1 		$4.82K Hold
44
– – ﹤0.01% 467
2024
Q4 		$4K Buy
+44
New +$4.79K ﹤0.01% 455

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wood Tarver Financial Group's AGZ Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q3 2025, closing a stake of 44 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in AGZ in Q4 2024 and held it in 3 quarters. The position peaked at $4.82K in Q1 2025. 145 funds tracked by Wall St. Rank hold AGZ as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Agency Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 44 iShares Agency Bond ETF shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in iShares Agency Bond ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Agency Bond ETF position peaked at $4.82K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.