OBWG
Onyx Bridge Wealth Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
76,073
-398
| -0.5% | -$18.3K | 0.46% | 50 |
|
|
2025
Q1 | $3.36M | Buy |
76,471
+8,362
| +12% | +$367K | 0.48% | 49 |
|
|
2024
Q4 | $2.96M | Buy |
68,109
+2,196
| +3% | +$95.4K | 0.43% | 52 |
|
|
2024
Q3 | $2.97M | Sell |
65,913
-83
| -0.1% | -$3.74K | 0.45% | 45 |
|
|
2024
Q2 | $2.84M | Buy |
65,996
+5,522
| +9% | +$238K | 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% | +$427K | 0.47% | 36 |
|
|
2023
Q3 | $1.79M | Buy |
45,886
+1,024
| +2% | +$39.9K | 0.42% | 45 |
|
|
2023
Q2 | $1.81M | Buy |
+44,862
| New | +$1.81M | 0.43% | 47 |
|