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iShares Barclays Agency Bond Fund shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 3.8k 110.37

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

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