AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Hold |
200
| – | – | ﹤0.01% | 1974 |
|
|
2025
Q1 | $4.02K | Buy |
+200
| New | +$4.02K | ﹤0.01% | 1962 |
|
|
2021
Q2 | – | Sell |
-8,660
| Closed | -$203K | – | 1609 |
|
|
2021
Q1 | $203K | Sell |
8,660
-5,174
| -37% | -$121K | ﹤0.01% | 1399 |
|
|
2020
Q4 | $333K | Sell |
13,834
-2,865
| -17% | -$69K | ﹤0.01% | 1104 |
|
|
2020
Q3 | $377K | Sell |
16,699
-14,344
| -46% | -$324K | 0.01% | 959 |
|
|
2020
Q2 | $689K | Buy |
31,043
+5,055
| +19% | +$112K | 0.01% | 735 |
|
|
2020
Q1 | $520K | Sell |
25,988
-25,688
| -50% | -$514K | 0.01% | 666 |
|
|
2019
Q4 | $1.32M | Sell |
51,676
-68,515
| -57% | -$1.75M | 0.03% | 467 |
|
|
2019
Q3 | $3M | Buy |
+120,191
| New | +$3M | 0.09% | 206 |
|