Aveo Capital Partners’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Aveo Capital Partners’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
2020 Q1	–	Sell	-11,653	Closed	-$298K	–	180
2019 Q4	$298K	Buy	11,653 +1,084	+10%	+$27.2K	0.12%	139
2019 Q3	$266K	Buy	10,569 +1,143	+12%	+$28.5K	0.11%	147
2019 Q2	$237K	Sell	9,426 -188,154	-95%	-$4.64M	0.1%	159
2019 Q1	$4.88M	Buy	+197,580	New	+$4.81M	2.26%	5

Other funds holding IYLD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aveo Capital Partners's IYLD Position: Q1 2020 in Review

Aveo Capital Partners sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 11,653 shares — an estimated $298K sold.

Aveo Capital Partners first reported a position in IYLD in Q1 2019 and held it in 4 quarters. The position peaked at $4.88M in Q1 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

Aveo Capital Partners reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
Aveo Capital Partners sold 11,653 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $298K.
Aveo Capital Partners first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2019 and held it in 4 quarters.
Aveo Capital Partners's iShares Morningstar Multi-Asset Income ETF position peaked at $4.88M in Q1 2019.
66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.