GoalVest Advisory »

iShares Barclays Agency Bond Fund shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays Agency Bond Fund by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 99 108.05
2023-12-31 $11k 99 108.43
2023-09-30 $33k 309 105.80
2023-06-30 $23k 210 106.97

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

Top funds holding iShares Barclays Agency Bond Fund

Assetmark
Stifel Financial
TRUE Private Wealth Advisors
HighTower Advisors
BlackRock
Raymond James & Associates
Jaffetilchin Investment Partners
H D Vest Advisory Services
Diam
Envestnet Asset Management
Wells Fargo & Company
Keybank National Association
Arvest Investments
Bank of New York Mellon
Bank of America Corporation

View all funds holding iShares Barclays Agency Bond Fund