True Link Financial Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

True Link Financial Advisors’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-46,782	Closed	-$1.59M	–	63
2023 Q3	$1.59M	Hold	46,782	–	–	0.19%	32
2023 Q2	$1.65M	Hold	46,782	–	–	0.2%	32
2023 Q1	$1.64M	Hold	46,782	–	–	0.2%	35
2022 Q4	$1.57M	Hold	46,782	–	–	0.21%	35
2022 Q3	$1.53M	Sell	46,782 -150	-0.3%	-$5.2K	0.22%	37
2022 Q2	$1.62M	Hold	46,932	–	–	0.25%	42
2022 Q1	$1.77M	Hold	46,932	–	–	0.26%	40
2021 Q4	$1.88M	Sell	46,932 -554	-1%	-$22.1K	0.25%	48
2021 Q3	$1.88M	Buy	47,486 +92	+0.2%	+$3.68K	0.26%	45
2021 Q2	$1.89M	Hold	47,394	–	–	0.28%	42
2021 Q1	$1.83M	Hold	47,394	–	–	0.27%	46
2020 Q4	$1.84M	Buy	+47,394	New	+$1.8M	0.29%	44

Other funds holding AOK

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

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

True Link Financial Advisors's AOK Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2023, closing a stake of 46,782 shares — an estimated $1.59M sold.

True Link Financial Advisors first reported a position in AOK in Q4 2020 and held it in 12 quarters. The position peaked at $1.89M in Q2 2021. 159 funds tracked by Wall St. Rank hold AOK as of Q4 2023.

True Link Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 46,782 iShares Core Conservative Allocation ETF shares in Q4 2023, an estimated $1.59M.
True Link Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $1.89M in Q2 2021.
159 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.