Ameritas Investment Company’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-200	Closed	-$4.69K	–	1402
2021 Q1	$4.69K	Buy	+200	New	+$4.73K	﹤0.01%	1720
2020 Q2	–	Sell	-200	Closed	-$4K	–	981
2020 Q1	$4K	Buy	+200	New	+$4.83K	﹤0.01%	1436
2019 Q4	–	Sell	-200	Closed	-$5K	–	1175
2019 Q3	$5K	Buy	+200	New	+$4.98K	﹤0.01%	1280
2019 Q1	–	Sell	-2,356	Closed	-$55K	–	1415
2018 Q4	$55K	Buy	+2,356	New	+$56.3K	0.01%	553

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

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

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

DADC

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

RJFSA

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

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

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

Ameritas Investment Company's IYLD Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2021, closing a stake of 200 shares — an estimated $4.69K sold.

Ameritas Investment Company first reported a position in IYLD in Q4 2018 and held it in 4 quarters. The position peaked at $55K in Q4 2018. 53 funds tracked by Wall St. Rank hold IYLD as of Q2 2021.

Ameritas Investment Company reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q2 2021, an estimated $4.69K.
Ameritas Investment Company first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's iShares Morningstar Multi-Asset Income ETF position peaked at $55K in Q4 2018.
53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.