Coldstream Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.04K Buy
2019
Q4
Sell
2019
Q3
$582K Sell
2019
Q2
$1.26M Sell
2019
Q1
$1.31M Buy
2018
Q4
$1.18M Buy
2018
Q3
$1.27M Buy
2018
Q2
$1.16M Buy
2018
Q1
$1.12M Buy