Belpointe Asset Management’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
2023
Q2
Sell
-682
Closed -$13.1K 1987
2023
Q1
$13.1K Buy
682
+40
+6% +$770 ﹤0.01% 2556
2022
Q4
$12.2K Buy
+642
New +$12.2K ﹤0.01% 2508