NB
AOM icon

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
Q2 		– Sell
-75
Closed -$3.55K – 1068
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 $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

NBT Bank's AOM Position: Q2 2026 in Review

NBT Bank sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 75 shares — an estimated $3.55K sold.

NBT Bank first reported a position in AOM in Q4 2023 and held it in 10 quarters. The position peaked at $3.58K in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • NBT Bank reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 75 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.55K.
  • NBT Bank first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 10 quarters.
  • NBT Bank's iShares Core Moderate Allocation ETF position peaked at $3.58K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.