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Arbor Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Arbor Investment Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,971
Closed -$341K – 118
2021
Q4 		$341K Sell
5,971
-2,922
-33% -$166K 0.06% 76
2021
Q3 		$493K Buy
8,893
+84
+1% +$4.74K 0.1% 59
2021
Q2 		$493K Buy
8,809
+84
+1% +$4.64K 0.1% 61
2021
Q1 		$467K Sell
8,725
-27
-0.3% -$1.44K 0.1% 60
2020
Q4 		$457K Buy
8,752
+54
+0.6% +$2.72K 0.1% 54
2020
Q3 		$421K Sell
8,698
-683
-7% -$32.9K 0.11% 54
2020
Q2 		$435K Buy
9,381
+175
+2% +$7.77K 0.12% 51
2020
Q1 		$381K Sell
9,206
-902
-9% -$41.4K 0.13% 48
2019
Q4 		$484K Buy
10,108
+2,080
+26% +$97.4K 0.14% 49
2019
Q3 		$370K Buy
8,028
+64
+0.8% +$2.92K 0.11% 61
2019
Q2 		$367K Buy
7,964
+15
+0.2% +$676 0.11% 52
2019
Q1 		$355K Buy
+7,949
New +$345K 0.11% 50

Other funds holding AOR

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Arbor Investment Advisors's AOR Position: Q1 2022 in Review

Arbor Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2022, closing a stake of 5,971 shares — an estimated $341K sold.

Arbor Investment Advisors first reported a position in AOR in Q1 2019 and held it in 12 quarters. The position peaked at $493K in Q3 2021. 283 funds tracked by Wall St. Rank hold AOR as of Q1 2022.

  • Arbor Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Arbor Investment Advisors sold 5,971 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2022, an estimated $341K.
  • Arbor Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and held it in 12 quarters.
  • Arbor Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $493K in Q3 2021.
  • 283 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2022.

Based on Arbor Investment Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.