Braun-Bostich & Associates’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Braun-Bostich & Associates’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14	Closed	-$1K	–	302
2019 Q4	$1K	Buy	+14	New	+$503	﹤0.01%	303
2019 Q3	–	Sell	-536	Closed	-$19K	–	97
2019 Q2	$19K	Hold	536	–	–	0.02%	237
2019 Q1	$19K	Sell	536 -2,727	-84%	-$92K	0.02%	246
2018 Q4	$107K	Sell	3,263 -161	-5%	-$5.34K	0.11%	131
2018 Q3	$117K	Sell	3,424 -204	-6%	-$6.96K	0.11%	130
2018 Q2	$123K	Sell	3,628 -273	-7%	-$9.3K	0.12%	113
2018 Q1	$134K	Hold	3,901	–	–	0.12%	117
2017 Q4	$135K	Buy	+3,901	New	+$135K	0.11%	125

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Braun-Bostich & Associates's AOK Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Braun-Bostich & Associates first reported a position in AOK in Q4 2017 and held it in 8 quarters. The position peaked at $135K in Q4 2017. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

Braun-Bostich & Associates reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 14 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $1K.
Braun-Bostich & Associates first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and held it in 8 quarters.
Braun-Bostich & Associates's iShares Core Conservative Allocation ETF position peaked at $135K in Q4 2017.
111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.