iShares Lehman Aggregate Bond shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.6M | 87k | 99.27 |
| 2025-12-31 | $1.4M | 14k | 99.88 |
| 2025-09-30 | $1.5M | 15k | 100.25 |
| 2025-06-30 | $1.3M | 13k | 99.19 |
| 2025-03-31 | $1.1M | 12k | 98.91 |
| 2024-12-31 | $652k | 6.7k | 96.90 |
| 2024-09-30 | $1.1M | 11k | 101.27 |
| 2024-06-30 | $934k | 9.6k | 97.07 |
| 2024-03-31 | $370k | 3.8k | 97.94 |
| 2023-12-31 | $466k | 4.7k | 99.25 |
| 2023-09-30 | $213k | 2.3k | 94.02 |
| 2022-09-30 | $221k | 2.3k | 96.34 |
| 2022-06-30 | $239k | 2.4k | 101.53 |
| 2022-03-31 | $240k | 2.2k | 107.00 |
| 2021-12-31 | $400k | 3.5k | 114.09 |
| 2021-09-30 | $448k | 3.9k | 114.78 |
| 2021-06-30 | $519k | 4.5k | 115.15 |
| 2021-03-31 | $3.9M | 34k | 113.81 |
| 2020-12-31 | $2.6M | 22k | 118.18 |
| 2020-09-30 | $75k | 639 | 117.99 |
| 2020-06-30 | $76k | 638 | 118.78 |
| 2020-03-31 | $64k | 555 | 115.37 |
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