iShares Core Moderate Allocation ETF Price & Performance (AOM)

Steward Partners Investment Advisory LLC increased its holdings in the iShares Core 60/40 Balanced Allocation ETF by 22.5% during the fourth quarter. The firm now owns 5,064 shares valued at $290,000. This move reflects growing interest in balanced portfolios, which combine stocks and bonds for stability and growth.1

The iShares 20+ Year Treasury Bond ETF (TLT) attracted $1 billion in fresh inflows as investors sought safety from recession concerns. Meanwhile, equity ETFs like Vanguard S&P 500 ETF also saw significant inflows despite market turbulence, highlighting mixed investor sentiment.2

The iShares Core Moderate Allocation ETF (AOM), with its 40% stock and 60% bond composition, continues to appeal to retirees and risk-averse investors. Offering stability over aggressive growth, it provides a smoother investment experience for those prioritizing lower volatility.3