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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
2025-09-30 $9.4k 85 110.36
2025-06-30 $9.3k 85 109.71
2025-03-31 $9.3k 85 109.44
2024-12-31 $9.2k 85 107.96
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)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Assured Guaranty Stock (AGO)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Trane Technologies Stock (TT)

View all positions for LRI Investments

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