Piedmont Capital Management (Montana)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Piedmont Capital Management (Montana)’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Buy	20,351 +73	+0.4%	+$4.97K	0.71%	19
2026 Q1	$1.31M	Sell	20,278 -3,129	-13%	-$206K	0.67%	21
2025 Q4	$1.52M	Buy	23,407 +571	+3%	+$37.1K	0.78%	17
2025 Q3	$1.47M	Sell	22,836 -354	-2%	-$22.1K	0.78%	17
2025 Q2	$1.43M	Buy	23,190 +142	+0.6%	+$8.29K	0.83%	17
2025 Q1	$1.23M	Sell	23,048 -168	-0.7%	-$9.78K	0.88%	15
2024 Q4	$1.33M	Sell	23,216 -217	-0.9%	-$12.7K	0.8%	18
2024 Q3	$1.38M	Sell	23,433 -1,019	-4%	-$58.4K	0.83%	16
2024 Q2	$1.35M	Hold	24,452	–	–	0.91%	16
2024 Q1	$1.35M	Sell	24,452 -385	-2%	-$20.8K	0.91%	16
2023 Q4	$1.32M	Sell	24,837 -416	-2%	-$21K	0.96%	16
2023 Q3	$1.25M	Sell	25,253 -806	-3%	-$41K	1%	16
2023 Q2	$1.34M	Buy	+26,059	New	+$1.31M	1.02%	15

Other funds holding AOR

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

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Piedmont Capital Management (Montana)'s AOR Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.36% in Q2 2026, buying an estimated $4.97K and bringing the position to 20,351 shares worth $1.41M. The position accounts for 0.71% of the portfolio, ranked #19.

Piedmont Capital Management (Montana) first reported a position in AOR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Piedmont Capital Management (Montana) held 20,351 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.41M as of Q2 2026.
Piedmont Capital Management (Montana) bought 73 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $4.97K.
iShares Core 60/40 Balanced Allocation ETF made up 0.71% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #19 holding.
Piedmont Capital Management (Montana) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 13 quarters since.
Piedmont Capital Management (Montana)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $1.52M in Q4 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.