NBC SECURITIES, INC.
Broker-DealerPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 791540
BIRMINGHAM, AL
Position in AOA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$195,474
+$76,270 QoQ
Shares Held
2,209
+66.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,474 | 2,209 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $119,204 | 1,331 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $117,666 | 1,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,040 | 612 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $25,321 | 331 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||