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

Cypress Capital’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
2024
Q4 		– Sell
-5,342
Closed -$316K – 74
2024
Q3 		$316K Sell
5,342
-8,022
-60% -$460K 0.08% 71
2024
Q2 		$753K Buy
13,364
+6,371
+91% +$352K 0.19% 56
2024
Q1 		$389K Sell
6,993
-522
-7% -$28.2K 0.11% 69
2023
Q4 		$400K Hold
7,515
– – 0.11% 62
2023
Q3 		$371K Sell
7,515
-112
-1% -$5.7K 0.11% 62
2023
Q2 		$392K Hold
7,627
– – 0.11% 61
2023
Q1 		$382K Sell
7,627
-1,798
-19% -$88.5K 0.12% 56
2022
Q4 		$444K Sell
9,425
-864
-8% -$40.7K 0.14% 66
2022
Q3 		$461K Sell
10,289
-1,149
-10% -$55.7K 0.16% 67
2022
Q2 		$549K Sell
11,438
-1,143
-9% -$57.5K 0.08% 128
2022
Q1 		$679K Sell
12,581
-658
-5% -$35.8K 0.08% 134
2021
Q4 		$756K Buy
+13,239
New +$751K 0.09% 131

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Capital's AOR Position: Q4 2024 in Review

Cypress Capital sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 5,342 shares — an estimated $316K sold.

Cypress Capital first reported a position in AOR in Q4 2021 and held it in 12 quarters. The position peaked at $756K in Q4 2021. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Cypress Capital reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital sold 5,342 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $316K.
  • Cypress Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 12 quarters.
  • Cypress Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $756K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.