OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in AGRH — iShares Interest Rate Hedged U.S. Aggregate Bond ETF
CIK 1005607
SAN FRANCISCO, CA
Position in AGRH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,058,642
-$8,793,084 QoQ
Shares Held
455,846
-27.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AGRH Over Time
Shares Held
Position Value (USD)
No Holdings History
No holdings records found for this institution in AGRH.