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TrueWealth LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TrueWealth LLC’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
2020
Q2 		$15K Buy
278
+133
+92% +$6.92K 0.01% 413
2020
Q1 		$7K Buy
+145
New +$7.94K ﹤0.01% 493

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

TrueWealth LLC's AOA Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 92% in Q2 2020, buying an estimated $6.92K and bringing the position to 278 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #413.

TrueWealth LLC first reported a position in AOA in Q1 2020 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold AOA as of Q2 2020.

  • TrueWealth LLC held 278 shares of iShares Core 80/20 Aggressive Allocation ETF worth $15K as of Q2 2020.
  • TrueWealth LLC bought 133 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2020, an estimated $6.92K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #413 holding.
  • TrueWealth LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.