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iShares Barclays Agency Bond Fund shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 97 109.24

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

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