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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
3,638
-1,032
-22% -$63.5K 0.14% 66
2025
Q1 		$269K Sell
4,670
-556
-11% -$32K 0.19% 62
2024
Q4 		$300K Buy
+5,226
New +$300K 0.23% 50