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SBK Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SBK Financial’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
2022
Q1 		– Sell
-518
Closed -$24K – 74
2021
Q4 		$24K Buy
+518
New +$23.5K 0.02% 112

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SBK Financial's AOM Position: Q1 2022 in Review

SBK Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 518 shares — an estimated $24K sold.

SBK Financial first reported a position in AOM in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • SBK Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 518 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $24K.
  • SBK Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's iShares Core Moderate Allocation ETF position peaked at $24K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.