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iShares Barclays Agency Bond Fund shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 3.1k 110.37
2025-06-30 $316k 2.9k 109.70

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

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