BerganKDV Wealth 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 | $25K | Hold |
1,279
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $24.6K | Hold |
1,279
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $24.3K | Hold |
1,279
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $23K | Hold |
1,279
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $25K | Hold |
1,279
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $29K | Hold |
1,279
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $31K | Hold |
1,279
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $31K | Hold |
1,279
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $31K | Hold |
1,279
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $30K | Hold |
1,279
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $31K | Hold |
1,279
| – | – | ﹤0.01% | 408 |
|
|
2020
Q3 | $29K | Hold |
1,279
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $28K | Hold |
1,279
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $26K | Hold |
1,279
| – | – | 0.01% | 393 |
|
|
2019
Q4 | $33K | Hold |
1,279
| – | – | 0.01% | 390 |
|
|
2019
Q3 | $32K | Hold |
1,279
| – | – | 0.01% | 374 |
|
|
2019
Q2 | $32K | Hold |
1,279
| – | – | 0.01% | 371 |
|
|
2019
Q1 | $32K | Hold |
1,279
| – | – | 0.01% | 380 |
|
|
2018
Q4 | $30K | Hold |
1,279
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $32K | Hold |
1,279
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $31K | Buy |
+1,279
| New | +$31K | 0.01% | 375 |
|