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NBT Bank’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NBT Bank’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
Q1 		$3.55K Buy
75
+27
+56% +$1.3K ﹤0.01% 758
2025
Q4 		$3.58K Hold
48
– – ﹤0.01% 736
2025
Q3 		$3.57K Sell
48
-27
-36% -$1.25K ﹤0.01% 747
2025
Q2 		$3.45K Hold
75
– – ﹤0.01% 723
2025
Q1 		$3.29K Hold
75
– – ﹤0.01% 731
2024
Q4 		$3.26K Hold
75
– – ﹤0.01% 721
2024
Q3 		$3.38K Hold
75
– – ﹤0.01% 758
2024
Q2 		$3.23K Hold
75
– – ﹤0.01% 526
2024
Q1 		$3.21K Hold
75
– – ﹤0.01% 526
2023
Q4 		$3.11K Buy
+75
New +$2.97K ﹤0.01% 523

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NBT Bank's AOM Position: Q1 2026 in Review

NBT Bank increased its iShares Core Moderate Allocation ETF (AOM) stake by 56% in Q1 2026, buying an estimated $1.3K and bringing the position to 75 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

NBT Bank first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.58K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • NBT Bank held 75 shares of iShares Core Moderate Allocation ETF worth $3.55K as of Q1 2026.
  • NBT Bank bought 27 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.3K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #758 holding.
  • NBT Bank first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's iShares Core Moderate Allocation ETF position peaked at $3.58K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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