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Cypress Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cypress Capital’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,280
Closed -$213K – 83
2023
Q2 		$213K Sell
5,280
-2,749
-34% -$110K 0.06% 75
2023
Q1 		$320K Sell
8,029
-1,893
-19% -$74.4K 0.1% 58
2022
Q4 		$377K Sell
9,922
-238
-2% -$9.02K 0.12% 70
2022
Q3 		$372K Sell
10,160
-1,516
-13% -$59.4K 0.13% 72
2022
Q2 		$455K Buy
11,676
+400
+4% +$16.2K 0.06% 136
2022
Q1 		$485K Sell
11,276
-285
-2% -$12.4K 0.06% 148
2021
Q4 		$526K Buy
+11,561
New +$524K 0.06% 145

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return