Lebenthal Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lebenthal Global 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
2025 Q2	$13.8M	Sell
2025 Q1	$19.8M	Buy
2024 Q4	$19.3M	Buy
2024 Q3	$19.6M	Sell
2024 Q2	$20.4M	Buy
2024 Q1	$9.85M	Buy
2023 Q4	$9.36M	Buy
2023 Q3	$439K	Buy
2021 Q1	–	Sell
2020 Q4	$277K	Buy