Cambridge Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cambridge Trust’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$31.6K	Hold	430	–	–	﹤0.01%	475
2023 Q4	$29.7K	Hold	430	–	–	﹤0.01%	469
2023 Q3	$27.3K	Hold	430	–	–	﹤0.01%	468
2023 Q2	$28.5K	Hold	430	–	–	﹤0.01%	479
2023 Q1	$27.3K	Buy	+430	New	+$26.9K	﹤0.01%	509

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Trust's AOA Position: Q1 2024 in Review

Cambridge Trust held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2024 at 430 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Cambridge Trust first reported a position in AOA in Q1 2023 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Cambridge Trust held 430 shares of iShares Core 80/20 Aggressive Allocation ETF worth $31.6K as of Q1 2024.
Cambridge Trust left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2024.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #475 holding.
Cambridge Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.