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

NBT 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 Q1	$111K	Buy	1,255 +1,165	+1,294%	+$106K	0.01%	419
2025 Q4	$112K	Buy	+90	New	+$8.01K	0.01%	412
2024 Q3	–	Sell	-683	Closed	-$51.1K	–	832
2024 Q2	$51.1K	Hold	683	–	–	﹤0.01%	403
2024 Q1	$50.2K	Hold	683	–	–	﹤0.01%	405
2023 Q4	$47.2K	Buy	+683	New	+$44.5K	﹤0.01%	403

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NBT Bank's AOA Position: Q1 2026 in Review

NBT Bank increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1,294% in Q1 2026, buying an estimated $106K and bringing the position to 1,255 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #419.

NBT Bank first reported a position in AOA in Q4 2023 and has held it in 5 quarters since. The position peaked at $112K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

NBT Bank held 1,255 shares of iShares Core 80/20 Aggressive Allocation ETF worth $111K as of Q1 2026.
NBT Bank bought 1,165 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $106K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #419 holding.
NBT Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 5 quarters since.
NBT Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $112K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.