Liberty Square Wealth Partners »

iShares Barclays Agency Bond Fund shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays Agency Bond Fund by Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 1.8k 110.37
2025-06-30 $568k 5.2k 109.70
2025-03-31 $566k 5.2k 109.44
2024-12-31 $610k 5.6k 108.32

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

Top funds holding iShares Barclays Agency Bond Fund

HighTower Advisors
Stifel Financial
Raymond James Financial
Bank of New York Mellon
Syon Capital
Mason & Associates
Mill Creek Capital Advisors
Diam
Bailard
Jane Street
Keybank National Association
UBS Group
Arvest Investments
Kuntz Lesher Capital
Morgan Stanley

View all funds holding iShares Barclays Agency Bond Fund