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Braun-Bostich & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-3,648
Closed -$150K – 75
2020
Q3 		$150K Sell
3,648
-523
-13% -$21.4K 0.15% 110
2020
Q2 		$166K Buy
4,171
+286
+7% +$11K 0.16% 80
2020
Q1 		$140K Buy
3,885
+71
+2% +$2.78K 0.18% 90
2019
Q4 		$154K Buy
+3,814
New +$151K 0.15% 95
2019
Q3 		– Sell
-3,843
Closed -$150K – 98
2019
Q2 		$150K Sell
3,843
-869
-18% -$33.2K 0.16% 112
2019
Q1 		$179K Sell
4,712
-5,596
-54% -$208K 0.19% 108
2018
Q4 		$368K Buy
10,308
+88
+0.9% +$3.21K 0.39% 82
2018
Q3 		$387K Sell
10,220
-1,835
-15% -$69.2K 0.37% 80
2018
Q2 		$452K Sell
12,055
-2,914
-19% -$110K 0.45% 77
2018
Q1 		$565K Sell
14,969
-6,160
-29% -$235K 0.49% 64
2017
Q4 		$804K Buy
+21,129
New +$809K 0.68% 36

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Braun-Bostich & Associates's AOM Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2020, closing a stake of 3,648 shares — an estimated $150K sold.

Braun-Bostich & Associates first reported a position in AOM in Q4 2017 and held it in 11 quarters. The position peaked at $804K in Q4 2017. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,648 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $150K.
  • Braun-Bostich & Associates first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 11 quarters.
  • Braun-Bostich & Associates's iShares Core Moderate Allocation ETF position peaked at $804K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.