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Biltmore Family Office’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Biltmore Family Office’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
2024
Q4 		– Sell
-393
Closed -$8.12K – 276
2024
Q3 		$8.12K Buy
393
+197
+101% +$3.98K ﹤0.01% 256
2024
Q2 		$3.89K Buy
+196
New +$3.89K ﹤0.01% 237

Other funds holding IYLD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Biltmore Family Office's IYLD Position: Q4 2024 in Review

Biltmore Family Office sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2024, closing a stake of 393 shares — an estimated $8.12K sold.

Biltmore Family Office first reported a position in IYLD in Q2 2024 and held it in 2 quarters. The position peaked at $8.12K in Q3 2024. 52 funds tracked by Wall St. Rank hold IYLD as of Q4 2024.

  • Biltmore Family Office reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q4 2024 after selling out during the quarter.
  • Biltmore Family Office sold 393 iShares Morningstar Multi-Asset Income ETF shares in Q4 2024, an estimated $8.12K.
  • Biltmore Family Office first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2024 and held it in 2 quarters.
  • Biltmore Family Office's iShares Morningstar Multi-Asset Income ETF position peaked at $8.12K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.