Cypress Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cypress Capital 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	$234K	Hold	3,633	–	–	0.13%	67
2025 Q4	$236K	Sell	3,633 -5	-0.1%	-$324	0.13%	69
2025 Q3	$234K	Hold	3,638	–	–	0.13%	67
2025 Q2	$224K	Sell	3,638 -1,032	-22%	-$60.3K	0.14%	66
2025 Q1	$269K	Sell	4,670 -556	-11%	-$32.4K	0.19%	62
2024 Q4	$300K	Buy	+5,226	New	+$306K	0.23%	50

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Cypress Capital Advisors's AOR Position: Q1 2026 in Review

Cypress Capital Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 3,633 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #67.

Cypress Capital Advisors first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q4 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Cypress Capital Advisors held 3,633 shares of iShares Core 60/40 Balanced Allocation ETF worth $234K as of Q1 2026.
Cypress Capital Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.13% of Cypress Capital Advisors's portfolio in Q1 2026, its #67 holding.
Cypress Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $300K in Q4 2024.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.