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Arkadios Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-885
Closed -$21K – 1192
2021
Q3 		$21K Hold
885
– – ﹤0.01% 1192
2021
Q2 		$21K Buy
+885
New +$21.1K ﹤0.01% 1265

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Arkadios Wealth Advisors's IYLD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2021, closing a stake of 885 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in IYLD in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 62 funds tracked by Wall St. Rank hold IYLD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 885 iShares Morningstar Multi-Asset Income ETF shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $21K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.