AIM
IYLD icon

Advantage Investment Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Advantage Investment Management’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-776
Closed -$19K – 886
2016
Q1 		$19K Sell
776
-9,168
-92% -$212K 0.01% 471
2015
Q4 		$231K Sell
9,944
-1,886
-16% -$44.7K 0.12% 121
2015
Q3 		$278K Sell
11,830
-29,358
-71% -$710K 0.16% 100
2015
Q2 		$1.02M Buy
41,188
+17,256
+72% +$441K 0.49% 58
2015
Q1 		$619K Buy
23,932
+8,151
+52% +$211K 0.35% 69
2014
Q4 		$404K Buy
+15,781
New +$412K 0.3% 75

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return