Onyx Bridge Wealth Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Onyx Bridge Wealth Group’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694K	Sell	16,722 -16,156	-49%	-$663K	0.06%	196
2026 Q1	$1.31M	Buy	32,878 +173	+0.5%	+$7.01K	0.14%	128
2025 Q4	$1.31M	Buy	32,705 +397	+1%	+$16K	0.14%	123
2025 Q3	$1.3M	Buy	32,308 +250	+0.8%	+$9.85K	0.14%	120
2025 Q2	$1.25M	Buy	32,058 +1,123	+4%	+$42.5K	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%	+$85.9K	0.13%	105
2024 Q3	$860K	Buy	22,249 +843	+4%	+$31.8K	0.13%	113
2024 Q2	$790K	Buy	+21,406	New	+$781K	0.13%	110

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Onyx Bridge Wealth Group's AOK Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core Conservative Allocation ETF (AOK) stake by 49% in Q2 2026, selling an estimated $663K and leaving 16,722 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #196.

Onyx Bridge Wealth Group first reported a position in AOK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Onyx Bridge Wealth Group held 16,722 shares of iShares Core Conservative Allocation ETF worth $694K as of Q2 2026.
Onyx Bridge Wealth Group sold 16,156 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $663K.
iShares Core Conservative Allocation ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #196 holding.
Onyx Bridge Wealth Group first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and has held it in 9 quarters since.
Onyx Bridge Wealth Group's iShares Core Conservative Allocation ETF position peaked at $1.31M in Q4 2025.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.