Stonebridge Financial Group, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2009367
Wormleysburg, PA
Position in AOA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$948,966
+$2,407 QoQ
Shares Held
10,724
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $948,966 | 10,724 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $946,559 | 10,569 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $872,674 | 9,901 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $809,980 | 9,712 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $742,509 | 9,706 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $756,140 | 9,870 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||