Plante Moran Financial Advisors »

iShares Barclays Agency Bond Fund shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial 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 Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9k 17 110.35
2023-06-30 $43k 400 106.97
2022-12-31 $6.3k 59 106.42
2015-12-31 $1.0k 11 90.91

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)

View all positions for Plante Moran Financial 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