NBT Bank’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
98,865
+1,948
| +2% | +$120K | 0.42% | 64 |
|
|
2025
Q1 | $5.58M | Buy |
96,917
+2,925
| +3% | +$168K | 0.4% | 68 |
|
|
2024
Q4 | $5.39M | Buy |
93,992
+7,683
| +9% | +$440K | 0.38% | 68 |
|
|
2024
Q3 | $5.11M | Buy |
86,309
+6,161
| +8% | +$365K | 0.34% | 74 |
|
|
2024
Q2 | $4.51M | Buy |
80,148
+8,448
| +12% | +$476K | 0.32% | 72 |
|
|
2024
Q1 | $3.99M | Buy |
71,700
+5,570
| +8% | +$310K | 0.29% | 87 |
|
|
2023
Q4 | $3.52M | Buy |
+66,130
| New | +$3.52M | 0.28% | 89 |
|