Belpointe Asset Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-682	Closed	-$13.1K	–	1987
2023 Q1	$13.1K	Buy	682 +40	+6%	+$780	﹤0.01%	2555
2022 Q4	$12.2K	Buy	+642	New	+$12.1K	﹤0.01%	2508

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAIM

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

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

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

Retireful LLC Haslett, Michigan $71M AUM 74.56% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Belpointe Asset Management's IYLD Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2023, closing a stake of 682 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in IYLD in Q4 2022 and held it in 2 quarters. The position peaked at $13.1K in Q1 2023. 52 funds tracked by Wall St. Rank hold IYLD as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 682 iShares Morningstar Multi-Asset Income ETF shares in Q2 2023, an estimated $13.1K.
Belpointe Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $13.1K in Q1 2023.
52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.