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Boston Standard Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Boston Standard Wealth Management’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
2019
Q3 		– Sell
-6,028
Closed -$234K – 30
2019
Q2 		$234K Sell
6,028
-512
-8% -$19.6K 0.11% 32
2019
Q1 		$249K Buy
6,540
+86
+1% +$3.19K 0.13% 31
2018
Q4 		$230K Sell
6,454
-2,900
-31% -$106K 0.14% 29
2018
Q3 		$352K Buy
+9,354
New +$353K 0.19% 25
2018
Q1 		$437K Buy
11,557
+420
+4% +$16K 0.27% 23
2017
Q4 		$424K Sell
11,137
-3,348
-23% -$128K 0.27% 23
2017
Q3 		$550K Buy
14,485
+3,358
+30% +$126K 0.37% 14
2017
Q2 		$413K Sell
11,127
-532
-5% -$19.6K 0.29% 16
2017
Q1 		$424K Sell
11,659
-3,130
-21% -$112K 0.33% 18
2016
Q4 		$521K Sell
14,789
-4,543
-23% -$161K 0.41% 17
2016
Q3 		$698K Buy
19,332
+143
+0.7% +$5.12K 0.56% 16
2016
Q2 		$677K Buy
19,189
+74
+0.4% +$2.58K 0.59% 18
2016
Q1 		$666K Buy
19,115
+960
+5% +$32.3K 0.61% 19
2015
Q4 		$620K Buy
18,155
+82
+0.5% +$2.83K 0.61% 18
2015
Q3 		$608K Sell
18,073
-177
-1% -$6.11K 0.61% 19
2015
Q2 		$643K Buy
18,250
+1,198
+7% +$42.8K 0.6% 19
2015
Q1 		$612K Buy
17,052
+3,000
+21% +$106K 0.57% 20
2014
Q4 		$491K Buy
+14,052
New +$493K 0.49% 21

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Boston Standard Wealth Management's AOM Position: Q3 2019 in Review

Boston Standard Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2019, closing a stake of 6,028 shares — an estimated $234K sold.

Boston Standard Wealth Management first reported a position in AOM in Q4 2014 and held it in 18 quarters. The position peaked at $698K in Q3 2016. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

  • Boston Standard Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2019 after selling out during the quarter.
  • Boston Standard Wealth Management sold 6,028 iShares Core Moderate Allocation ETF shares in Q3 2019, an estimated $234K.
  • Boston Standard Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 18 quarters.
  • Boston Standard Wealth Management's iShares Core Moderate Allocation ETF position peaked at $698K in Q3 2016.
  • 154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on Boston Standard Wealth Management's 13F filing for Q3 2019, filed 8 Oct 2019.