iShares Lehman Aggregate Bond shares owned by Arcadia Wealth Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Arcadia Wealth Management
from 13F filings
Historical chart of Arcadia Wealth Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Arcadia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 48k | 100.25 |
| 2025-06-30 | $4.9M | 50k | 99.20 |
| 2025-03-31 | $4.9M | 50k | 98.92 |
| 2024-06-30 | $10M | 105k | 97.07 |
| 2024-03-31 | $15M | 157k | 98.16 |
| 2023-12-31 | $10M | 103k | 99.25 |
| 2023-09-30 | $9.1M | 96k | 94.04 |
| 2023-06-30 | $8.1M | 83k | 97.95 |
| 2023-03-31 | $375k | 3.8k | 99.63 |
| 2022-12-31 | $211k | 2.2k | 97.00 |
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