Advisornet Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-18,320	Closed	-$440K	–	2088
2021 Q4	$440K	Buy	18,320 +600	+3%	+$14.4K	0.03%	422
2021 Q3	$424K	Sell	17,720 -1,000	-5%	-$24.3K	0.03%	398
2021 Q2	$453K	Sell	18,720 -600	-3%	-$14.3K	0.03%	399
2021 Q1	$453K	Hold	19,320	–	–	0.03%	382
2020 Q4	$465K	Sell	19,320 -1,000	-5%	-$23.2K	0.04%	358
2020 Q3	$458K	Hold	20,320	–	–	0.04%	349
2020 Q2	$451K	Hold	20,320	–	–	0.04%	357
2020 Q1	$406K	Buy	20,320 +6,200	+44%	+$150K	0.04%	351
2019 Q4	$361K	Hold	14,120	–	–	0.03%	388
2019 Q3	$353K	Buy	14,120 +8,700	+161%	+$217K	0.03%	390
2019 Q2	$136K	Hold	5,420	–	–	0.02%	528
2019 Q1	$134K	Hold	5,420	–	–	0.02%	484
2018 Q4	$126K	Hold	5,420	–	–	0.02%	470
2018 Q3	$134K	Hold	5,420	–	–	0.02%	488
2018 Q2	$133K	Buy	+5,420	New	+$134K	0.02%	466

Other funds holding IYLD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Advisornet Financial's IYLD Position: Q1 2022 in Review

Advisornet Financial sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2022, closing a stake of 18,320 shares — an estimated $440K sold.

Advisornet Financial first reported a position in IYLD in Q2 2018 and held it in 15 quarters. The position peaked at $465K in Q4 2020. 48 funds tracked by Wall St. Rank hold IYLD as of Q1 2022.

Advisornet Financial reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 18,320 iShares Morningstar Multi-Asset Income ETF shares in Q1 2022, an estimated $440K.
Advisornet Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2018 and held it in 15 quarters.
Advisornet Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $465K in Q4 2020.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.