iShares Barclays Agency Bond Fund shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares Barclays Agency Bond Fund (AGZ) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares Barclays Agency Bond Fund
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Quarterly reported holdings in iShares Barclays Agency Bond Fund by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11k | 100 | 110.40 |
| 2024-06-30 | $11k | 100 | 107.62 |
| 2024-03-31 | $11k | 100 | 108.05 |
| 2023-12-31 | $107k | 990 | 108.43 |
| 2023-09-30 | $105k | 990 | 105.80 |
| 2023-06-30 | $11k | 100 | 106.97 |
| 2023-03-31 | $120k | 1.1k | 108.23 |
| 2022-12-31 | $119k | 1.1k | 106.43 |
| 2022-09-30 | $153k | 1.4k | 106.25 |
| 2022-06-30 | $158k | 1.4k | 109.72 |
| 2022-03-31 | $161k | 1.4k | 111.81 |
| 2021-12-31 | $147k | 1.3k | 117.13 |
| 2021-09-30 | $148k | 1.3k | 117.93 |
| 2021-06-30 | $148k | 1.3k | 117.93 |
| 2021-03-31 | $131k | 1.1k | 116.96 |
| 2020-12-31 | $114k | 960 | 118.75 |
| 2020-09-30 | $116k | 960 | 120.83 |
| 2020-06-30 | $104k | 860 | 120.93 |
| 2020-03-31 | $103k | 860 | 119.77 |
| 2019-12-31 | $99k | 860 | 115.12 |
| 2019-09-30 | $90k | 780 | 115.38 |
| 2019-06-30 | $80k | 700 | 114.29 |
| 2019-03-31 | $79k | 700 | 112.86 |
| 2018-12-31 | $69k | 620 | 111.29 |
| 2018-09-30 | $66k | 605 | 109.09 |
| 2018-06-30 | $67k | 605 | 110.74 |
| 2018-03-31 | $61k | 550 | 110.91 |
| 2017-12-31 | $10k | 390 | 25.64 |
| 2017-09-30 | $44k | 390 | 112.82 |
| 2017-06-30 | $44k | 390 | 112.82 |
| 2017-03-31 | $44k | 390 | 112.82 |
| 2016-12-31 | $27k | 240 | 112.50 |
| 2016-09-30 | $27k | 240 | 112.50 |
| 2016-06-30 | $27k | 240 | 112.50 |
| 2016-03-31 | $27k | 240 | 112.50 |
| 2015-12-31 | $27k | 240 | 112.50 |
| 2015-09-30 | $27k | 240 | 112.50 |
| 2015-06-30 | $27k | 240 | 112.50 |
| 2015-03-31 | $27k | 240 | 112.50 |
| 2014-12-31 | $27k | 240 | 112.50 |
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