OBWG
Onyx Bridge Wealth Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
32,058
+1,123
| +4% | +$43.9K | 0.17% | 102 |
|
|
2025
Q1 | $1.16M | Buy |
30,935
+6,427
| +26% | +$242K | 0.17% | 97 |
|
|
2024
Q4 | $914K | Buy |
24,508
+2,259
| +10% | +$84.3K | 0.13% | 105 |
|
|
2024
Q3 | $860K | Buy |
22,249
+843
| +4% | +$32.6K | 0.13% | 113 |
|
|
2024
Q2 | $790K | Buy |
+21,406
| New | +$790K | 0.13% | 110 |
|