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iShares Barclays Agency Bond Fund shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 2.3k 110.41
2024-06-30 $249k 2.3k 107.61
2023-12-31 $252k 2.3k 108.43

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

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