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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 0.16% 142

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Coastal Bridge Advisors's AOR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 38% in Q1 2026, selling an estimated $375K and leaving 9,128 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #292.

Coastal Bridge Advisors first reported a position in AOR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Coastal Bridge Advisors held 9,128 shares of iShares Core 60/40 Balanced Allocation ETF worth $587K as of Q1 2026.
  • Coastal Bridge Advisors sold 5,689 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $375K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #292 holding.
  • Coastal Bridge Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.04M in Q2 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.