Brick & Kyle Associates’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-1,000	Closed	-$25K	–	226
2017 Q1	$25K	Hold	1,000	–	–	0.02%	257
2016 Q4	$24K	Hold	1,000	–	–	0.02%	254
2016 Q3	$25K	Hold	1,000	–	–	0.02%	246
2016 Q2	$25K	Hold	1,000	–	–	0.02%	238
2016 Q1	$24K	Hold	1,000	–	–	0.02%	234
2015 Q4	$23K	Sell	1,000 -750	-43%	-$17.8K	0.02%	232
2015 Q3	$41K	Hold	1,750	–	–	0.04%	183
2015 Q2	$43K	Hold	1,750	–	–	0.04%	190
2015 Q1	$45K	Hold	1,750	–	–	0.04%	184
2014 Q4	$45K	Buy	+1,750	New	+$45.7K	0.04%	183

Other funds holding IYLD

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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

Brick & Kyle Associates's IYLD Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2017, closing a stake of 1,000 shares — an estimated $25K sold.

Brick & Kyle Associates first reported a position in IYLD in Q4 2014 and held it in 10 quarters. The position peaked at $45K in Q1 2015. 46 funds tracked by Wall St. Rank hold IYLD as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 1,000 iShares Morningstar Multi-Asset Income ETF shares in Q2 2017, an estimated $25K.
Brick & Kyle Associates first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares Morningstar Multi-Asset Income ETF position peaked at $45K in Q1 2015.
46 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.