Carson Wealth (CWM LLC)’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.37K | Buy |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $4K | Hold |
|
|||||
|
2020
Q3 | $4K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $4K | Hold |
|
|||||
|
2019
Q3 | $4K | Hold |
|
|||||
|
2019
Q2 | $4K | Hold |
|
|||||
|
2019
Q1 | $4K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $70K | Buy |
|