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iShares Lehman Aggregate Bond shares owned by Arrowroot Family Office

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Arrowroot Family Office from 13F filings

Historical chart of Arrowroot Family Office investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Arrowroot Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Arrowroot Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 29k 99.25
2023-09-30 $2.1M 23k 94.04
2023-06-30 $1.4M 14k 97.95

More positions owned by Arrowroot Family Office

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ea Series Trust Marketdesk Focus (FDIV)

View all positions for Arrowroot Family Office

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond