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iShares S&P Moderate Allocation Fund ETF shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Onyx Bridge Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 61k 41.62
2023-12-31 $2.3M 56k 41.51
2023-09-30 $1.8M 46k 38.93
2023-06-30 $1.8M 45k 40.41

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Onyx Bridge Wealth Group

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

View all funds holding iShares S&P Moderate Allocation Fund ETF