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iShares Barclays Agency Bond Fund shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.3M 88k 105.80
2022-12-31 $9.9M 93k 106.43
2022-09-30 $210k 2.0k 106.50

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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