Eastern Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Eastern Bank’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$42.8K	Hold	440	–	–	﹤0.01%	662
2026 Q2	$42.9K	Hold	440	–	–	﹤0.01%	642
2026 Q1	$38.9K	Hold	440	–	–	﹤0.01%	608
2025 Q4	$39.4K	Hold	440	–	–	﹤0.01%	617
2025 Q3	$38.8K	Sell	440 -1,620	-79%	-$138K	﹤0.01%	607
2025 Q2	$172K	Buy	2,060 +1,545	+300%	+$121K	﹤0.01%	377
2025 Q1	$39.4K	Hold	515	–	–	﹤0.01%	576
2024 Q4	$39.5K	Buy	515 +85	+20%	+$6.66K	﹤0.01%	597
2024 Q3	$33.9K	Buy	+430	New	+$32.7K	﹤0.01%	608

Other funds holding AOA

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Eastern Bank's AOA Position: Q3 2026 in Review

Eastern Bank held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2026 at 440 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Eastern Bank first reported a position in AOA in Q3 2024 and has held it in 9 quarters since. The position peaked at $172K in Q2 2025. 6 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Eastern Bank held 440 shares of iShares Core 80/20 Aggressive Allocation ETF worth $42.8K as of Q3 2026.
Eastern Bank left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #662 holding.
Eastern Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $172K in Q2 2025.
6 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.