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iShares Barclays Agency Bond Fund shares owned by Executive Wealth Management

Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive 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 Executive Wealth Management 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.8M 72k 108.43
2023-09-30 $7.8M 74k 105.80
2023-06-30 $7.9M 74k 106.97
2023-03-31 $8.1M 74k 108.23
2022-12-31 $4.1M 39k 106.43

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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View all positions for Executive Wealth Management

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