Allred Capital 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
2020
Q1
Sell
-5,346
Closed -$137K 414
2019
Q4
$137K Buy
+5,346
New +$137K 0.07% 179
2019
Q1
Sell
-11,682
Closed -$271K 191
2018
Q4
$271K Buy
+11,682
New +$271K 0.18% 131