SEC 13F Intelligence

Lbmc Investment Advisors, LLC / AOA

Lbmc Investment Advisors, LLC’s Ishares Tr Position

Does Lbmc Investment Advisors, LLC own Ishares Tr (AOA)? Yes126.4K shares worth $11M (+0.68% of its 13F portfolio) as of Q1 2026, up from 124.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
126.4K
% of Portfolio
+0.68%
Quarters Held
29
currently held

Position History AOA

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $10MQ1 ’22: $10MQ1 ’22Q2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ3 ’24: $11MQ4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ4 ’25: $11MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.4K$11M+0.68%
Q4 2025124.8K$11M+0.69%
Q3 2025131.6K$12M+0.74%
Q2 2025134.8K$11M+0.80%
Q1 2025135.9K$10M+0.81%
Q4 2024137.7K$11M+0.83%
Q3 2024139.2K$11M+0.87%
Q2 2024139.9K$10M+0.91%
Q1 2024139.6K$10M+0.89%
Q4 2023140.5K$10M+0.92%
Q3 2023141.4K$9M+0.93%
Q2 2023147.9K$10M+0.96%
Q1 2023150.5K$10M+0.97%
Q4 2022149.8K$9M+0.94%
Q3 2022149.4K$8M+0.95%
Q2 2022148.4K$9M+0.96%
Q1 2022149.0K$10M+0.91%
Q3 202145.0K$10M+0.97%
Q2 2021149.5K$11M+1.00%
Q1 2021161.6K$11M+1.14%
Q4 2020160.7K$10M+1.22%
Q3 2020158.3K$9M+1.27%
Q2 2020155.9K$9M+1.35%
Q1 2020154.3K$7M+1.36%
Q4 2019155.4K$9M+1.27%
Q3 2019151.4K$8M+1.26%
Q2 2019150.8K$8M+1.26%
Q1 2019150.0K$8M+1.27%
Q4 2018141.4K$7M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of AOA.