AE Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

AE Wealth 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
2025 Q3	–	Sell
2025 Q2	$4.15K	Hold
2025 Q1	$4.02K	Buy
2021 Q2	–	Sell
2021 Q1	$203K	Sell
2020 Q4	$333K	Sell
2020 Q3	$377K	Sell
2020 Q2	$689K	Buy
2020 Q1	$520K	Sell
2019 Q4	$1.32M	Sell
2019 Q3	$3M	Buy