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iShares S&P Conservative Allocatn Fd ETF shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd 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 Conservative Allocatn Fd ETF by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 22k 38.66
2024-06-30 $790k 21k 36.93

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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Developed Mrkt (ICOW)

View all positions for Onyx Bridge Wealth Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
BlackRock
Lido Advisors
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Investment Advisory Group
Bank of America Corporation
Archvest Wealth Advisors
Cambridge Investment Research Advisors
Goldman Sachs Group
Congress Asset Management
Wells Fargo & Company
Trilogy Capital

View all funds holding iShares S&P Conservative Allocatn Fd ETF