American Portfolios Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

American Portfolios Advisors’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 Q3	$8.26K	Sell	450 -200	-31%	-$3.96K	﹤0.01%	2612
2022 Q2	$12.9K	Hold	650	–	–	﹤0.01%	2450
2022 Q1	$14.5K	Hold	650	–	–	﹤0.01%	2517
2021 Q4	$15.6K	Hold	650	–	–	﹤0.01%	2427
2021 Q3	$15.6K	Hold	650	–	–	﹤0.01%	2382
2021 Q2	$15.7K	Hold	650	–	–	﹤0.01%	2316
2021 Q1	$15.2K	Hold	650	–	–	﹤0.01%	2198
2020 Q4	$15.6K	Hold	650	–	–	﹤0.01%	1933
2020 Q3	$14.7K	Hold	650	–	–	﹤0.01%	1837
2020 Q2	$14.4K	Hold	650	–	–	﹤0.01%	1783
2020 Q1	$13K	Buy	650 +400	+160%	+$9.67K	﹤0.01%	1712
2019 Q4	$6.39K	Hold	250	–	–	﹤0.01%	2181
2019 Q3	$6.24K	Hold	250	–	–	﹤0.01%	2106
2019 Q2	$6.28K	Buy	+250	New	+$6.17K	﹤0.01%	2082
2018 Q1	–	Sell	-338	Closed	-$8.73K	–	2356
2017 Q4	$8.73K	Buy	+338	New	+$8.67K	﹤0.01%	1616

Other funds holding IYLD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

American Portfolios Advisors's IYLD Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Morningstar Multi-Asset Income ETF (IYLD) stake by 31% in Q3 2022, selling an estimated $3.96K and leaving 450 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

American Portfolios Advisors first reported a position in IYLD in Q4 2017 and has held it in 15 quarters since. The position peaked at $15.7K in Q2 2021. 48 funds tracked by Wall St. Rank hold IYLD as of Q3 2022.

American Portfolios Advisors held 450 shares of iShares Morningstar Multi-Asset Income ETF worth $8.26K as of Q3 2022.
American Portfolios Advisors sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q3 2022, an estimated $3.96K.
iShares Morningstar Multi-Asset Income ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2612 holding.
American Portfolios Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2017 and has held it in 15 quarters since.
American Portfolios Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $15.7K in Q2 2021.
48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.