Atria Wealth Solutions’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-12,637	Closed	-$252K	–	2003
2024 Q1	$252K	Sell	12,637 -21,425	-63%	-$423K	﹤0.01%	1676
2023 Q4	$685K	Sell	34,062 -2,317	-6%	-$44.4K	0.01%	1048
2023 Q3	$693K	Buy	36,379 +113	+0.3%	+$2.18K	0.01%	984
2023 Q2	$708K	Buy	36,266 +20,420	+129%	+$392K	0.01%	999
2023 Q1	$305K	Sell	15,846 -1,000	-6%	-$19.5K	﹤0.01%	1399
2022 Q4	$320K	Sell	16,846 -244	-1%	-$4.61K	0.01%	1322
2022 Q3	$314K	Buy	17,090 +36	+0.2%	+$713	0.01%	1273
2022 Q2	$338K	Sell	17,054 -4,802	-22%	-$100K	0.01%	1147
2022 Q1	$489K	Buy	+21,856	New	+$501K	0.01%	1083

Other funds holding IYLD

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Wealth Solutions's IYLD Position: Q2 2024 in Review

Atria Wealth Solutions sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2024, closing a stake of 12,637 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in IYLD in Q1 2022 and held it in 9 quarters. The position peaked at $708K in Q2 2023. 51 funds tracked by Wall St. Rank hold IYLD as of Q2 2024.

Atria Wealth Solutions reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 12,637 iShares Morningstar Multi-Asset Income ETF shares in Q2 2024, an estimated $252K.
Atria Wealth Solutions first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's iShares Morningstar Multi-Asset Income ETF position peaked at $708K in Q2 2023.
51 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.