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

Blue Sky 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
2020 Q1	–	Sell	-42,144	Closed	-$1.08M	–	98
2019 Q4	$1.08M	Buy	+42,144	New	+$1.06M	0.31%	63

Other funds holding IYLD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Sky Asset Management's IYLD Position: Q1 2020 in Review

Blue Sky Asset Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2020, closing a stake of 42,144 shares — an estimated $1.08M sold.

Blue Sky Asset Management first reported a position in IYLD in Q4 2019 and held it in 1 quarter. The position peaked at $1.08M in Q4 2019. 66 funds tracked by Wall St. Rank hold IYLD as of Q1 2020.

Blue Sky Asset Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
Blue Sky Asset Management sold 42,144 iShares Morningstar Multi-Asset Income ETF shares in Q1 2020, an estimated $1.08M.
Blue Sky Asset Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2019 and held it in 1 quarter.
Blue Sky Asset Management's iShares Morningstar Multi-Asset Income ETF position peaked at $1.08M in Q4 2019.
66 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2020.

Based on Blue Sky Asset Management's 13F filing for Q1 2020, filed 5 May 2020.