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iShares S&P Moderate Allocation Fund ETF shares owned by BOS Asset Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by BOS Asset Management from 13F filings

Historical chart of BOS Asset Management 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 BOS Asset Management 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 5.0k 41.51
2023-06-30 $200k 5.0k 40.41
2022-12-31 $256k 6.7k 38.01

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Eli Lilly & Co. (LLY)
Us Bancorp Del Com New (USB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Vanguard World Fds Utilities Etf (VPU)

View all positions for BOS Asset Management

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
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

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