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Beam Wealth Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Beam Wealth Advisors’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
-9,140
Closed -$233K – 161
2019
Q4 		$233K Buy
+9,140
New +$230K 0.22% 130

Other funds holding IYLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beam Wealth Advisors's IYLD Position: Q1 2020 in Review

Beam Wealth Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 9,140 shares — an estimated $233K sold.

Beam Wealth Advisors first reported a position in IYLD in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

  • Beam Wealth Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 9,140 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $233K.
  • Beam Wealth Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $233K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.