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

Atlas Private 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	-4	Closed	–	–	433
2021 Q3	$0	Hold	4	–	–	﹤0.01%	782
2021 Q2	$0	Hold	4	–	–	﹤0.01%	863
2021 Q1	$0	Sell	4 -1,171	-100%	-$27.7K	﹤0.01%	888
2020 Q4	$28K	Sell	1,175 -722	-38%	-$16.8K	0.02%	290
2020 Q3	$43K	Sell	1,897 -183	-9%	-$4.16K	0.04%	222
2020 Q2	$46K	Buy	+2,080	New	+$44.3K	0.04%	216

Other funds holding IYLD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Atlas Private Wealth Advisors's IYLD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2021, closing a stake of 4 shares.

Atlas Private Wealth Advisors first reported a position in IYLD in Q2 2020 and held it in 6 quarters. The position peaked at $46K in Q2 2020. 62 funds tracked by Wall St. Rank hold IYLD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4 iShares Morningstar Multi-Asset Income ETF shares in Q4 2021.
Atlas Private Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $46K in Q2 2020.
62 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.