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iShares Barclays Agency Bond Fund shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7M 52k 109.71

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Top funds holding iShares Barclays Agency Bond Fund

HighTower Advisors
Stifel Financial
Bank of New York Mellon
Raymond James Financial
Mill Creek Capital Advisors
Diam
Bailard
UBS Group
Keybank National Association
Arvest Investments
Kuntz Lesher Capital
Great Diamond Partners
Morgan Stanley
Bank of America Corporation
Ameriprise Financial

View all funds holding iShares Barclays Agency Bond Fund