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NBC Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NBC Securities’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
2026
Q2 		$129K Buy
2,580
+200
+8% +$9.83K 0.01% 998
2026
Q1 		$113K Hold
2,380
– – 0.01% 1044
2025
Q4 		$114K Buy
2,380
+870
+58% +$41.6K 0.01% 1040
2025
Q3 		$71.8K Buy
1,510
+1,310
+655% +$60.9K 0.01% 1186
2025
Q2 		$9K Sell
200
-750
-79% -$33.1K ﹤0.01% 1967
2025
Q1 		$41K Buy
+950
New +$41.8K ﹤0.01% 1226
2024
Q4 		– Sell
-200
Closed -$9K – 1281
2024
Q3 		$9K Hold
200
– – ﹤0.01% 1753
2024
Q2 		$8K Hold
200
– – ﹤0.01% 1737
2024
Q1 		$8K Buy
+200
New +$8.36K ﹤0.01% 1755

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NBC Securities's AOM Position: Q2 2026 in Review

NBC Securities increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.4% in Q2 2026, buying an estimated $9.83K and bringing the position to 2,580 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #998.

NBC Securities first reported a position in AOM in Q1 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • NBC Securities held 2,580 shares of iShares Core Moderate Allocation ETF worth $129K as of Q2 2026.
  • NBC Securities bought 200 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $9.83K.
  • iShares Core Moderate Allocation ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #998 holding.
  • NBC Securities first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and has held it in 9 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.