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Camarda Financial Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Camarda Financial Advisors’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
2019
Q3 		– Sell
-1,869
Closed -$47K – 264
2019
Q2 		$47K Buy
1,869
+390
+26% +$9.62K 0.09% 75
2019
Q1 		$37K Buy
+1,479
New +$36K 0.07% 92

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Camarda Financial Advisors's IYLD Position: Q3 2019 in Review

Camarda Financial Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2019, closing a stake of 1,869 shares — an estimated $47K sold.

Camarda Financial Advisors first reported a position in IYLD in Q1 2019 and held it in 2 quarters. The position peaked at $47K in Q2 2019. 67 funds tracked by Wall St. Rank hold IYLD as of Q3 2019.

  • Camarda Financial Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,869 iShares Morningstar Multi-Asset Income ETF shares in Q3 2019, an estimated $47K.
  • Camarda Financial Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $47K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.