Asset Dedication LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Asset Dedication LLC’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-264	Closed	-$11.6K	–	1182
2025 Q1	$11.6K	Buy	+264	New	+$11.6K	﹤0.01%	742
2022 Q2	–	Sell	-243	Closed	-$10K	–	526
2022 Q1	$10K	Hold	243	–	–	﹤0.01%	646
2021 Q4	$11K	Sell	243 -1,757	-88%	-$79.7K	﹤0.01%	628
2021 Q3	$89K	Hold	2,000	–	–	0.01%	333
2021 Q2	$90K	Hold	2,000	–	–	0.01%	324
2021 Q1	$87K	Hold	2,000	–	–	0.02%	286
2020 Q4	$86K	Buy	+2,000	New	+$84.2K	0.02%	301

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Asset Dedication LLC's AOM Position: Q2 2025 in Review

Asset Dedication LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 264 shares — an estimated $11.6K sold.

Asset Dedication LLC first reported a position in AOM in Q4 2020 and held it in 7 quarters. The position peaked at $90K in Q2 2021. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

Asset Dedication LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
Asset Dedication LLC sold 264 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $11.6K.
Asset Dedication LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 7 quarters.
Asset Dedication LLC's iShares Core Moderate Allocation ETF position peaked at $90K in Q2 2021.
268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.