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iShares Barclays Agency Bond Fund shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in iShares Barclays Agency Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays Agency Bond Fund held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays Agency Bond Fund by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $107k 990 108.43
2023-09-30 $105k 990 105.80
2023-06-30 $11k 100 106.97
2023-03-31 $120k 1.1k 108.23
2022-12-31 $119k 1.1k 106.43
2022-09-30 $153k 1.4k 106.25
2022-06-30 $158k 1.4k 109.72
2022-03-31 $161k 1.4k 111.81
2021-12-31 $147k 1.3k 117.13
2021-09-30 $148k 1.3k 117.93
2021-06-30 $148k 1.3k 117.93
2021-03-31 $131k 1.1k 116.96
2020-12-31 $114k 960 118.75
2020-09-30 $116k 960 120.83
2020-06-30 $104k 860 120.93
2020-03-31 $103k 860 119.77
2019-12-31 $99k 860 115.12
2019-09-30 $90k 780 115.38
2019-06-30 $80k 700 114.29
2019-03-31 $79k 700 112.86
2018-12-31 $69k 620 111.29
2018-09-30 $66k 605 109.09
2018-06-30 $67k 605 110.74
2018-03-31 $61k 550 110.91
2017-12-31 $10k 390 25.64
2017-09-30 $44k 390 112.82
2017-06-30 $44k 390 112.82
2017-03-31 $44k 390 112.82
2016-12-31 $27k 240 112.50
2016-09-30 $27k 240 112.50
2016-06-30 $27k 240 112.50
2016-03-31 $27k 240 112.50
2015-12-31 $27k 240 112.50
2015-09-30 $27k 240 112.50
2015-06-30 $27k 240 112.50
2015-03-31 $27k 240 112.50
2014-12-31 $27k 240 112.50

More positions owned by Summit Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr Etf (IVV)
Amazon (AMZN)
Vanguard S&p 500 Etf idx (VOO)
iShares Lehman Aggregate Bond (AGG)
NVIDIA Corporation (NVDA)
Alphabet Inc Class C cs (GOOG)
Spdr Ser Tr Etf (ONEV)
iShares S&P 500 Growth Index (IVW)
Broadcom (AVGO)
Vanguard Total Bond Market ETF (BND)
iShares S&P 500 Value Index (IVE)
Facebook Inc cl a (META)

View all positions for Summit Investment Advisors

Top funds holding iShares Barclays Agency Bond Fund

Assetmark
TRUE Private Wealth Advisors
Stifel Financial
HighTower Advisors
Raymond James & Associates
H D Vest Advisory Services
Diam
Wells Fargo & Company
Arvest Investments
Bank of New York Mellon
Kuntz Lesher Capital
Krasney Financial
Bank of America Corporation
Mason & Associates
Great Diamond Partners

View all funds holding iShares Barclays Agency Bond Fund