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iShares Barclays Agency Bond Fund shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2k 85 108.31
2024-06-30 $9.1k 85 107.62
2024-03-31 $9.2k 85 108.05

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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