Baird Financial Group’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-44,155	Closed	-$888K	–	1777
2023 Q4	$888K	Buy	+44,155	New	+$845K	﹤0.01%	1173
2023 Q1	–	Sell	-149,814	Closed	-$2.84M	–	1720
2022 Q4	$2.84M	Buy	149,814 +129,356	+632%	+$2.44M	0.01%	756
2022 Q3	$376K	Sell	20,458 -960	-4%	-$19K	﹤0.01%	1382
2022 Q2	$425K	Buy	+21,418	New	+$447K	﹤0.01%	1409
2020 Q2	–	Sell	-48,257	Closed	-$965K	–	1543
2020 Q1	$965K	Buy	+48,257	New	+$1.17M	﹤0.01%	898

Other funds holding IYLD

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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

Baird Financial Group's IYLD Position: Q1 2024 in Review

Baird Financial Group sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2024, closing a stake of 44,155 shares — an estimated $888K sold.

Baird Financial Group first reported a position in IYLD in Q1 2020 and held it in 5 quarters. The position peaked at $2.84M in Q4 2022. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2024.

Baird Financial Group reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
Baird Financial Group sold 44,155 iShares Morningstar Multi-Asset Income ETF shares in Q1 2024, an estimated $888K.
Baird Financial Group first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2020 and held it in 5 quarters.
Baird Financial Group's iShares Morningstar Multi-Asset Income ETF position peaked at $2.84M in Q4 2022.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.