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iShares Barclays Agency Bond Fund shares owned by Estate Planners Group

Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1k 10 109.00

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding iShares Barclays Agency Bond Fund

HighTower Advisors
Stifel Financial
Raymond James Financial
Bank of New York Mellon
Syon Capital
Mill Creek Capital Advisors
Bailard
Diam
Keybank National Association
Arvest Investments
UBS Group
Kuntz Lesher Capital
Ameriprise Financial
Great Diamond Partners
Krasney Financial

View all funds holding iShares Barclays Agency Bond Fund