Blue Sky Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,219
Closed -$428K 16
2020
Q2
$428K Sell
9,219
-20
-0.2% -$888 0.53% 23
2020
Q1
$382K Sell
9,239
-389
-4% -$17.9K 0.15% 44
2019
Q4
$461K Buy
+9,628
New +$451K 0.13% 76

Other funds holding AOR

Blue Sky Asset Management's AOR Position: Q3 2020 in Review

Blue Sky Asset Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2020, closing a stake of 9,219 shares — an estimated $428K sold.

Blue Sky Asset Management first reported a position in AOR in Q4 2019 and held it in 3 quarters. The position peaked at $461K in Q4 2019. 206 funds tracked by Wall St. Rank hold AOR as of Q3 2020.

  • Blue Sky Asset Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Blue Sky Asset Management sold 9,219 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2020, an estimated $428K.
  • Blue Sky Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 3 quarters.
  • Blue Sky Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $461K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2020.

Based on Blue Sky Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.