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Benjamin F. Edwards & Company’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-5
Closed – – 1718
2020
Q2 		$0 Buy
+5
New +$107 ﹤0.01% 1737

Other funds holding IYLD

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin F. Edwards & Company's IYLD Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2020, closing a stake of 5 shares.

Benjamin F. Edwards & Company first reported a position in IYLD in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 63 funds tracked by Wall St. Rank hold IYLD as of Q3 2020.

  • Benjamin F. Edwards & Company reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 5 iShares Morningstar Multi-Asset Income ETF shares in Q3 2020.
  • Benjamin F. Edwards & Company first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2020 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's iShares Morningstar Multi-Asset Income ETF position peaked at $0 in Q2 2020.
  • 63 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.