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

Apollon 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
2023
Q4 		– Sell
-12,252
Closed -$233K – 1091
2023
Q3 		$233K Buy
+12,252
New +$237K 0.01% 782

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Apollon Wealth Management's IYLD Position: Q4 2023 in Review

Apollon Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2023, closing a stake of 12,252 shares — an estimated $233K sold.

Apollon Wealth Management first reported a position in IYLD in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 53 funds tracked by Wall St. Rank hold IYLD as of Q4 2023.

  • Apollon Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 12,252 iShares Morningstar Multi-Asset Income ETF shares in Q4 2023, an estimated $233K.
  • Apollon Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2023 and held it in 1 quarter.
  • Apollon Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $233K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.