Coldstream Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Buy |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $692K | Buy |
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|
2019
Q1 | $656K | Buy |
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|
2018
Q4 | $554K | Buy |
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|
2018
Q3 | $558K | Buy |
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|
2018
Q2 | $477K | Buy |
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|
2018
Q1 | $355K | Buy |
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