Bond & Devick Financial Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bond & Devick Financial Network’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
2026 Q2	$1.18M	Buy	16,977 +2,943	+21%	+$200K	0.29%	57
2026 Q1	$903K	Buy	14,034 +9,387	+202%	+$619K	0.25%	62
2025 Q4	$302K	Buy	4,647 +445	+11%	+$28.9K	0.09%	140
2025 Q3	$271K	Buy	+4,202	New	+$263K	0.08%	144

Other funds holding AOR

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Bond & Devick Financial Network's AOR Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 21% in Q2 2026, buying an estimated $200K and bringing the position to 16,977 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #57.

Bond & Devick Financial Network first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Bond & Devick Financial Network held 16,977 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.18M as of Q2 2026.
Bond & Devick Financial Network bought 2,943 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $200K.
iShares Core 60/40 Balanced Allocation ETF made up 0.29% of Bond & Devick Financial Network's portfolio in Q2 2026, its #57 holding.
Bond & Devick Financial Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.