HB Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1911253
Atlanta, GA
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$511,826
-$68,075 QoQ
Shares Held
5,784
-10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,826 | 5,784 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $579,901 | 6,475 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $554,665 | 6,293 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $325,927 | 3,908 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $296,131 | 3,871 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $281,618 | 3,676 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $320,848 | 4,066 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $247,222 | 3,306 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $223,685 | 3,045 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,349 | 2,916 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||