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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
2024-06-30 $4.3M 44k 97.07
2024-03-31 $3.2M 33k 97.94
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Arrowroot Family Office

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond