TBH Global Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TBH Global Asset Management’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
2026 Q1	–	Sell	-3,050	Closed	-$261K	–	249
2025 Q4	$261K	Buy	+3,050	New	+$146K	0.04%	229
2023 Q4	–	Sell	-8,110	Closed	-$316K	–	222
2023 Q3	$316K	Hold	8,110	–	–	0.06%	202
2023 Q2	$328K	Buy	+8,110	New	+$324K	0.06%	187

Other funds holding AOM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TBH Global Asset Management's AOM Position: Q1 2026 in Review

TBH Global Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 3,050 shares — an estimated $261K sold.

TBH Global Asset Management first reported a position in AOM in Q2 2023 and held it in 3 quarters. The position peaked at $328K in Q2 2023. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

TBH Global Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
TBH Global Asset Management sold 3,050 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $261K.
TBH Global Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2023 and held it in 3 quarters.
TBH Global Asset Management's iShares Core Moderate Allocation ETF position peaked at $328K in Q2 2023.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.