iShares Barclays Agency Bond Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Barclays Agency Bond Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 184 | 110.37 |
| 2025-06-30 | $20k | 184 | 109.70 |
| 2025-03-31 | $22k | 204 | 109.44 |
| 2024-12-31 | $470k | 4.3k | 107.96 |
| 2021-03-31 | $2.7M | 23k | 117.73 |
| 2020-12-31 | $581k | 4.9k | 119.45 |
| 2020-09-30 | $3.6M | 30k | 121.06 |
| 2020-06-30 | $672k | 5.5k | 121.15 |
| 2020-03-31 | $509k | 4.2k | 120.56 |
| 2019-12-31 | $764k | 6.6k | 115.58 |
| 2019-09-30 | $839k | 7.2k | 116.53 |
| 2019-06-30 | $406k | 3.5k | 115.31 |
Top funds holding iShares Barclays Agency Bond Fund
View all funds holding iShares Barclays Agency Bond Fund