Lloyd Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-238	Closed	-$11.3K	–	870
2025 Q4	$11.3K	Buy	+238	New	+$11.4K	﹤0.01%	384
2022 Q2	–	Sell	-9,901	Closed	-$425K	–	94
2022 Q1	$425K	Buy	9,901 +8,481	+597%	+$369K	0.2%	49
2021 Q4	$65K	Sell	1,420 -5,353	-79%	-$243K	0.03%	171
2021 Q3	$303K	Buy	6,773 +6,112	+925%	+$277K	0.16%	52
2021 Q2	$30K	Sell	661 -3,061	-82%	-$136K	0.02%	209
2021 Q1	$162K	Buy	3,722 +2,420	+186%	+$105K	0.09%	77
2020 Q4	$56K	Buy	1,302 +1,070	+461%	+$45K	0.03%	109
2020 Q3	$10K	Buy	232 +1	+0.4%	+$41	0.01%	183
2020 Q2	$9K	Buy	231 +6	+3%	+$232	0.01%	183
2020 Q1	$8K	Sell	225 -109	-33%	-$4.27K	0.01%	165
2019 Q4	$13K	Buy	+334	New	+$13.2K	0.01%	200