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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$252K	Sell
2023 Q4	$685K	Sell
2023 Q3	$693K	Buy
2023 Q2	$708K	Buy
2023 Q1	$305K	Sell
2022 Q4	$320K	Sell
2022 Q3	$314K	Buy
2022 Q2	$338K	Sell
2022 Q1	$489K	Buy