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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Buy
16,834
+5,749
+52% +$354K 0.09% 206
2025
Q1 		$638K Buy
+11,085
New +$638K 0.16% 142