Onyx Bridge Wealth Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Onyx Bridge Wealth Group’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	$3.96M	Buy	79,435 +1,706	+2%	+$83.8K	0.36%	66
2026 Q1	$3.68M	Sell	77,729 -367	-0.5%	-$17.7K	0.4%	62
2025 Q4	$3.73M	Buy	78,096 +681	+0.9%	+$32.6K	0.4%	64
2025 Q3	$3.68M	Buy	77,415 +1,342	+2%	+$62.4K	0.4%	63
2025 Q2	$3.5M	Sell	76,073 -398	-0.5%	-$17.6K	0.46%	50
2025 Q1	$3.36M	Buy	76,471 +8,362	+12%	+$368K	0.48%	49
2024 Q4	$2.96M	Buy	68,109 +2,196	+3%	+$97.4K	0.43%	52
2024 Q3	$2.97M	Sell	65,913 -83	-0.1%	-$3.64K	0.45%	45
2024 Q2	$2.84M	Buy	65,996 +5,522	+9%	+$234K	0.47%	45
2024 Q1	$2.52M	Buy	60,474 +4,295	+8%	+$179K	0.45%	48
2023 Q4	$2.33M	Buy	56,179 +10,293	+22%	+$408K	0.47%	36
2023 Q3	$1.79M	Buy	45,886 +1,024	+2%	+$40.9K	0.42%	45
2023 Q2	$1.81M	Buy	+44,862	New	+$1.79M	0.43%	47

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q2 2026, buying an estimated $83.8K and bringing the position to 79,435 shares worth $3.96M. The position accounts for 0.36% of the portfolio, ranked #66.

Onyx Bridge Wealth Group first reported a position in AOM in Q2 2023 and has held it in 13 quarters since. 101 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Onyx Bridge Wealth Group held 79,435 shares of iShares Core Moderate Allocation ETF worth $3.96M as of Q2 2026.
Onyx Bridge Wealth Group bought 1,706 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $83.8K.
iShares Core Moderate Allocation ETF made up 0.36% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #66 holding.
Onyx Bridge Wealth Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2023 and has held it in 13 quarters since.
101 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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