Public ownership evidence

iShares Agency Bond ETF (AGZ) Ownership Disclosures

Read AGZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Agency Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
1,033
Value (USD)
$113,835
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AGZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AGZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-011,033$113,835None
Corient Private Wealth LP2026-06-302026-08-281,995$218,007None
Rehmann Capital Advisory Group2026-06-302026-08-2111,853$1,306,252None
Archer Investment Corp2026-06-302026-08-2019$2,065None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2011,746$1,283,613None
Triton Financial Group Inc2026-06-302026-08-185,432$593,590None
Corient Private Wealth LP2026-06-302026-08-181,995$218,007None
Sequent Planning LLC2026-06-302026-08-152,932$320,399None
Sunflower Bank, N.A.2026-06-302026-08-1523,035$2,517,184None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510$1,093None
OSAIC HOLDINGS, INC.2026-06-302026-08-1550,481$5,516,359None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,629$1,380,328None
JANE STREET GROUP, LLC2026-06-302026-08-153,831$418,638None
BTS Asset Management, Inc.2026-06-302026-08-156,028$658,702None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1541,173$4,499,241None
Medallion Wealth Advisors, LLC2026-06-302026-08-1540$4,371None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1542$4,590None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1521$2,295None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$1,967None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156$656None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$328None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$437None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$2,404None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,414$154,847None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1567,367$7,362,442None
Evercore Wealth Management, LLC2026-06-302026-08-152,765$302,150None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-154,526$494,572None
Park Place Capital Corp2026-06-302026-08-15149$16,282None
ROYAL BANK OF CANADA2026-06-302026-08-15738$81,000None
ROYAL BANK OF CANADA2026-06-302026-08-15209$23,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,250$137,000None
CITADEL ADVISORS LLC2026-06-302026-08-152,954$322,803None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,930$210,903None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1531,046$3,392,638None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15295,787$32,322,549None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1540,276$4,401,188None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1512,981$1,418,518None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1528,777$3,144,635None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1521,610$2,361,433None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1516,329$1,784,368None
Capital Advisor Network LLC2026-06-302026-08-142$219None
Pathstone Holdings, LLC2026-06-302026-08-14132,626$14,492,908None
Tidal Investments LLC2026-06-302026-08-1417,153$1,868,617None
Rockefeller Capital Management L.P.2026-06-302026-08-14677$73,985None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,729$298,216None
UBS Group AG2026-06-302026-08-14198$21,637None
UBS Group AG2026-06-302026-08-14104,639$11,434,531None
Mariner, LLC2026-06-302026-08-142,074$226,639None
Portland Global Advisors LLC2026-06-302026-08-142,750$300,510None
PACIFIC FINANCIAL GROUP INC2026-06-302026-08-143,582$391,330None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Triton Financial Group Inc ↗Corient Private Wealth LP ↗Sequent Planning LLC ↗Sunflower Bank, N.A. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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