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
2026 Q2	$264K	Buy	+2,701	New	+$258K	0.05%	255
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 New York $65.2B AUM 31.44% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

TBH Global Asset Management's AOA Position: Q2 2026 in Review

TBH Global Asset Management opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,701 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #255 among its holdings. This is a return to the name: TBH Global Asset Management previously reported a position in AOA as recently as Q1 2024.

TBH Global Asset Management first reported a position in AOA in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

TBH Global Asset Management held 2,701 shares of iShares Core 80/20 Aggressive Allocation ETF worth $264K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new TBH Global Asset Management position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of TBH Global Asset Management's portfolio in Q2 2026, its #255 holding.
TBH Global Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 5 quarters since.
TBH Global Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.9M in Q2 2023.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.