Baird Financial Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44,155
| Closed | -$888K | – | 1777 |
|
|
2023
Q4 | $888K | Buy |
+44,155
| New | +$888K | ﹤0.01% | 1173 |
|
|
2023
Q1 | – | Sell |
-149,814
| Closed | -$2.84M | – | 1720 |
|
|
2022
Q4 | $2.84M | Buy |
149,814
+129,356
| +632% | +$2.45M | 0.01% | 756 |
|
|
2022
Q3 | $376K | Sell |
20,458
-960
| -4% | -$17.6K | ﹤0.01% | 1382 |
|
|
2022
Q2 | $425K | Buy |
+21,418
| New | +$425K | ﹤0.01% | 1409 |
|
|
2020
Q2 | – | Sell |
-48,257
| Closed | -$965K | – | 1543 |
|
|
2020
Q1 | $965K | Buy |
+48,257
| New | +$965K | ﹤0.01% | 898 |
|