iShares Barclays Agency Bond Fund shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Barclays Agency Bond Fund
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Quarterly reported holdings in iShares Barclays Agency Bond Fund by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $316k | 3.0k | 105.80 |
| 2023-06-30 | $319k | 3.0k | 106.97 |
| 2023-03-31 | $323k | 3.0k | 108.23 |
| 2022-12-31 | $318k | 3.0k | 106.43 |
| 2022-09-30 | $314k | 2.9k | 106.62 |
| 2022-06-30 | $277k | 2.5k | 110.14 |
| 2022-03-31 | $353k | 3.1k | 112.42 |
| 2021-12-31 | $368k | 3.1k | 117.20 |
| 2021-09-30 | $365k | 3.1k | 118.51 |
| 2021-06-30 | $334k | 2.8k | 118.23 |
| 2021-03-31 | $333k | 2.8k | 117.88 |
| 2020-12-31 | $338k | 2.8k | 119.65 |
| 2020-09-30 | $342k | 2.8k | 121.06 |
| 2020-06-30 | $342k | 2.8k | 121.06 |
| 2020-03-31 | $341k | 2.8k | 120.71 |
| 2019-12-31 | $327k | 2.8k | 115.75 |
| 2019-09-30 | $379k | 3.3k | 116.62 |
| 2019-06-30 | $392k | 3.4k | 115.29 |
| 2019-03-31 | $678k | 6.0k | 113.57 |
| 2018-12-31 | $749k | 6.7k | 112.13 |
| 2018-09-30 | $740k | 6.7k | 110.78 |
| 2018-06-30 | $971k | 8.7k | 111.42 |
| 2018-03-31 | $961k | 8.6k | 112.07 |
| 2017-12-31 | $970k | 8.6k | 113.12 |
| 2017-09-30 | $760k | 6.7k | 113.60 |
| 2017-06-30 | $759k | 6.7k | 113.71 |
| 2017-03-31 | $755k | 6.7k | 113.11 |
| 2016-12-31 | $752k | 6.7k | 112.66 |
| 2016-09-30 | $1.8M | 15k | 115.60 |
| 2016-06-30 | $1.7M | 15k | 115.86 |
| 2016-03-31 | $1.7M | 14k | 114.86 |
| 2015-12-31 | $1.6M | 15k | 113.15 |
| 2015-09-30 | $2.0M | 18k | 114.05 |
| 2015-06-30 | $2.0M | 18k | 113.16 |
| 2015-03-31 | $1.2M | 10k | 114.19 |
| 2014-12-31 | $371k | 3.3k | 113.11 |
| 2014-09-30 | $497k | 4.4k | 112.19 |
| 2014-06-30 | $503k | 4.5k | 112.65 |
| 2014-03-31 | $498k | 4.5k | 111.53 |
| 2013-12-31 | $518k | 4.7k | 110.45 |
| 2013-09-30 | $509k | 4.6k | 111.26 |
| 2013-06-30 | $340k | 3.1k | 110.57 |
| 2013-03-31 | $496k | 4.4k | 113.37 |
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