Advisor Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $343K | Sell |
13,457
-86
| -0.6% | -$2.19K | ﹤0.01% | 1955 |
|
2019
Q3 | $338K | Sell |
13,543
-285
| -2% | -$7.11K | ﹤0.01% | 1909 |
|
2019
Q2 | $348K | Buy |
13,828
+1,309
| +10% | +$32.9K | ﹤0.01% | 1876 |
|
2019
Q1 | $309K | Sell |
12,519
-962
| -7% | -$23.7K | ﹤0.01% | 1950 |
|
2018
Q4 | $314K | Buy |
13,481
+8,478
| +169% | +$197K | ﹤0.01% | 1749 |
|
2018
Q3 | $123K | Sell |
5,003
-98
| -2% | -$2.41K | ﹤0.01% | 2592 |
|
2018
Q2 | $125K | Sell |
5,101
-696
| -12% | -$17.1K | ﹤0.01% | 2346 |
|
2018
Q1 | $145K | Sell |
5,797
-7,857
| -58% | -$197K | ﹤0.01% | 2237 |
|
2017
Q4 | $353K | Buy |
13,654
+2,373
| +21% | +$61.4K | ﹤0.01% | 1575 |
|
2017
Q3 | $291K | Buy |
11,281
+3,067
| +37% | +$79.1K | ﹤0.01% | 1557 |
|
2017
Q2 | $210K | Buy |
8,214
+2,787
| +51% | +$71.3K | ﹤0.01% | 1755 |
|
2017
Q1 | $137K | Sell |
5,427
-1,573
| -22% | -$39.7K | ﹤0.01% | 1938 |
|
2016
Q4 | $171K | Buy |
7,000
+1,153
| +20% | +$28.2K | ﹤0.01% | 1673 |
|
2016
Q3 | $148K | Sell |
5,847
-566
| -9% | -$14.3K | ﹤0.01% | 1735 |
|
2016
Q2 | $158K | Buy |
+6,413
| New | +$158K | ﹤0.01% | 1616 |
|