Arbor Investment Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1590073
WINSTON SALEM, NC
Position in AOA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$296,883
-$84,821 QoQ
Shares Held
3,355
-21.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,883 | 3,355 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $381,704 | 4,262 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $504,337 | 5,722 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $350,613 | 4,204 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $266,832 | 3,488 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $358,304 | 4,677 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $400,862 | 5,080 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $335,014 | 4,480 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $365,022 | 4,969 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $304,579 | 4,411 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $278,213 | 4,382 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $290,768 | 4,383 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $272,165 | 4,280 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $246,707 | 4,129 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $234,169 | 3,910 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $254,388 | 3,690 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||