Coastal Bridge Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Coastal Bridge Advisors’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	$627K	Sell	9,029 -99	-1%	-$6.74K	0.04%	291
2026 Q1	$587K	Sell	9,128 -5,689	-38%	-$375K	0.04%	292
2025 Q4	$963K	Buy	14,817 +4,230	+40%	+$274K	0.07%	214
2025 Q3	$682K	Sell	10,587 -6,247	-37%	-$391K	0.05%	256
2025 Q2	$1.04M	Buy	16,834 +5,749	+52%	+$336K	0.09%	208
2025 Q1	$638K	Buy	+11,085	New	+$645K	0.06%	252

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 $343M AUM 29.82% 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

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 $338M AUM 29.36% 1-Year Est. Return

Coastal Bridge Advisors's AOR Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.1% in Q2 2026, selling an estimated $6.74K and leaving 9,029 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #291.

Coastal Bridge Advisors first reported a position in AOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Coastal Bridge Advisors held 9,029 shares of iShares Core 60/40 Balanced Allocation ETF worth $627K as of Q2 2026.
Coastal Bridge Advisors sold 99 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $6.74K.
iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #291 holding.
Coastal Bridge Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.04M in Q2 2025.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.