LifePlan Financial »

iShares Barclays Agency Bond Fund shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $239k 2.0k 121.01
2020-06-30 $210k 1.7k 120.97
2020-03-31 $165k 1.4k 120.26
2019-12-31 $166k 1.4k 115.60
2019-09-30 $110k 941 116.90
2019-06-30 $98k 851 115.16
2019-03-31 $60k 525 114.29
2018-12-31 $53k 470 112.77
2018-09-30 $52k 470 110.64

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding iShares Barclays Agency Bond Fund

TRUE Private Wealth Advisors
Stifel Financial
HighTower Advisors
International Assets Investment Management
Raymond James & Associates
Ambassador Advisors
Mill Creek Capital Advisors
Jaffetilchin Investment Partners
H D Vest Advisory Services
Bank of New York Mellon
Mason & Associates
Diam
Wells Fargo & Company
Envestnet Asset Management
Arvest Investments

View all funds holding iShares Barclays Agency Bond Fund