TBH Global Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TBH Global Asset Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,758	Closed	-$276K	–	225
2024 Q1	$276K	Sell	3,758 -2,160	-36%	-$152K	0.06%	221
2023 Q4	$409K	Sell	5,918 -20,750	-78%	-$1.35M	0.08%	172
2023 Q3	$1.69M	Sell	26,668 -1,946	-7%	-$128K	0.33%	57
2023 Q2	$1.9M	Buy	+28,614	New	+$1.84M	0.37%	54

Other funds holding AOA

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return