Cypress Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
7,636
-457
-6% -$38.1K 0.4% 48
2025
Q1
$619K Sell
8,093
-646
-7% -$49.4K 0.43% 48
2024
Q4
$669K Buy
+8,739
New +$669K 0.52% 40